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Wealth Alliance’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wealth Alliance’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-189,858
Closed -$3.59M – 238
2019
Q4 		$3.59M Buy
+189,858
New +$3.51M 2.55% 8

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Alliance's FTGC Position: Q1 2020 in Review

Wealth Alliance sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2020, closing a stake of 189,858 shares — an estimated $3.59M sold.

Wealth Alliance first reported a position in FTGC in Q4 2019 and held it in 1 quarter. The position peaked at $3.59M in Q4 2019. 51 funds tracked by Wall St. Rank hold FTGC as of Q1 2020.

  • Wealth Alliance reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2020 after selling out during the quarter.
  • Wealth Alliance sold 189,858 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2020, an estimated $3.59M.
  • Wealth Alliance first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2019 and held it in 1 quarter.
  • Wealth Alliance's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.59M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2020.

Based on Wealth Alliance's 13F filing for Q1 2020, filed 15 May 2020.