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Whitaker-Myers Wealth Managers’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Whitaker-Myers Wealth Managers’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
Q1 		– Sell
-11,918
Closed -$292K – 67
2022
Q4 		$292K Buy
+11,918
New +$311K 0.28% 53

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Whitaker-Myers Wealth Managers's FTGC Position: Q1 2023 in Review

Whitaker-Myers Wealth Managers sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 11,918 shares — an estimated $292K sold.

Whitaker-Myers Wealth Managers first reported a position in FTGC in Q4 2022 and held it in 1 quarter. The position peaked at $292K in Q4 2022. 292 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

  • Whitaker-Myers Wealth Managers reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 11,918 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $292K.
  • Whitaker-Myers Wealth Managers first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's First Trust Global Tactical Commodity Strategy Fund position peaked at $292K in Q4 2022.
  • 292 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2023, filed 21 Apr 2023.