Wealthcare Advisory Partners’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wealthcare Advisory Partners’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
2023 Q3	–	Sell	-13,690	Closed	-$312K	–	717
2023 Q2	$312K	Sell	13,690 -103	-0.7%	-$2.37K	0.01%	551
2023 Q1	$324K	Sell	13,793 -12,283	-47%	-$292K	0.01%	560
2022 Q4	$639K	Buy	26,076 +156	+0.6%	+$4.07K	0.03%	362
2022 Q3	$657K	Buy	25,920 +3,520	+16%	+$93.1K	0.04%	298
2022 Q2	$599K	Buy	22,400 +3,148	+16%	+$91.3K	0.04%	290
2022 Q1	$547K	Buy	+19,252	New	+$505K	0.03%	292
2021 Q2	–	Sell	-1,388	Closed	-$29K	–	1018
2021 Q1	$29K	Buy	+1,388	New	+$28.8K	﹤0.01%	1073
2020 Q2	–	Sell	-2,634	Closed	-$38K	–	705
2020 Q1	$38K	Buy	+2,634	New	+$45K	0.01%	567

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Wealthcare Advisory Partners's FTGC Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 13,690 shares — an estimated $312K sold.

Wealthcare Advisory Partners first reported a position in FTGC in Q1 2020 and held it in 8 quarters. The position peaked at $657K in Q3 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

Wealthcare Advisory Partners reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,690 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $312K.
Wealthcare Advisory Partners first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2020 and held it in 8 quarters.
Wealthcare Advisory Partners's First Trust Global Tactical Commodity Strategy Fund position peaked at $657K in Q3 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.