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Wealth Enhancement & Preservation of GA’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wealth Enhancement & Preservation of GA’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
2022
Q3 		– Sell
-397,352
Closed -$10.6M – 55
2022
Q2 		$10.6M Buy
+397,352
New +$11.5M 11.26% 1

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FTGC Position: Q3 2022 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2022, closing a stake of 397,352 shares — an estimated $10.6M sold.

Wealth Enhancement & Preservation of GA first reported a position in FTGC in Q2 2022 and held it in 1 quarter. The position peaked at $10.6M in Q2 2022. 298 funds tracked by Wall St. Rank hold FTGC as of Q3 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 397,352 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2022, an estimated $10.6M.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Global Tactical Commodity Strategy Fund position peaked at $10.6M in Q2 2022.
  • 298 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2022, filed 19 Oct 2022.