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WFG Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

WFG Advisors’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
2017
Q2 		$408K Buy
20,693
+2,750
+15% +$54.6K 0.09% 228
2017
Q1 		$363K Buy
17,943
+4,000
+29% +$82.1K 0.1% 225
2016
Q4 		$285K Sell
13,943
-1,600
-10% -$32.7K 0.07% 291
2016
Q3 		$320K Sell
15,543
-235
-1% -$4.95K 0.08% 253
2016
Q2 		$342K Buy
15,778
+225
+1% +$4.72K 0.09% 217
2016
Q1 		$314K Buy
15,553
+3,160
+25% +$62.7K 0.09% 224
2015
Q4 		$252K Sell
12,393
-100
-0.8% -$2.14K 0.08% 248
2015
Q3 		$278K Buy
12,493
+3,317
+36% +$75.8K 0.09% 222
2015
Q2 		$227K Sell
9,176
-650
-7% -$16.1K 0.06% 310
2015
Q1 		$237K Buy
9,826
+150
+2% +$3.76K 0.07% 312
2014
Q4 		$254K Buy
9,676
+7,626
+372% +$217K 0.05% 366
2014
Q3 		$60K Buy
2,050
+1,850
+925% +$58.6K 0.01% 858
2014
Q2 		$7K Hold
200
– – ﹤0.01% 1571
2014
Q1 		$7K Buy
+200
New +$6.48K ﹤0.01% 1544

Other funds holding FTGC

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

WFG Advisors's FTGC Position: Q2 2017 in Review

WFG Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 15% in Q2 2017, buying an estimated $54.6K and bringing the position to 20,693 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #228.

WFG Advisors first reported a position in FTGC in Q1 2014 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold FTGC as of Q2 2017.

  • WFG Advisors held 20,693 shares of First Trust Global Tactical Commodity Strategy Fund worth $408K as of Q2 2017.
  • WFG Advisors bought 2,750 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2017, an estimated $54.6K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #228 holding.
  • WFG Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2014 and has held it in 14 quarters since.
  • 46 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.