WMG Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
21,065
| – | – | 0.19% | 75 |
|
|
2025
Q1 | $538K | Sell |
21,065
-182
| -0.9% | -$4.65K | 0.23% | 69 |
|
|
2024
Q4 | $508K | Sell |
21,247
-1,045
| -5% | -$25K | 0.22% | 71 |
|
|
2024
Q3 | $528K | Sell |
22,292
-181
| -0.8% | -$4.29K | 0.24% | 62 |
|
|
2024
Q2 | $537K | Sell |
22,473
-258
| -1% | -$6.17K | 0.28% | 55 |
|
|
2024
Q1 | $539K | Sell |
22,731
-248
| -1% | -$5.88K | 0.31% | 57 |
|
|
2023
Q4 | $516K | Buy |
22,979
+261
| +1% | +$5.86K | 0.34% | 58 |
|
|
2023
Q3 | $545K | Buy |
22,718
+200
| +0.9% | +$4.8K | 0.46% | 48 |
|
|
2023
Q2 | $513K | Sell |
22,518
-450
| -2% | -$10.2K | 0.38% | 58 |
|
|
2023
Q1 | $540K | Buy |
22,968
+64
| +0.3% | +$1.5K | 0.45% | 53 |
|
|
2022
Q4 | $561K | Buy |
22,904
+55
| +0.2% | +$1.35K | 0.48% | 57 |
|
|
2022
Q3 | $583K | Sell |
22,849
-2,612
| -10% | -$66.6K | 0.52% | 53 |
|
|
2022
Q2 | $677K | Sell |
25,461
-2,496
| -9% | -$66.4K | 0.59% | 48 |
|
|
2022
Q1 | $788K | Buy |
27,957
+3,038
| +12% | +$85.6K | 0.58% | 40 |
|
|
2021
Q4 | $565K | Buy |
+24,919
| New | +$565K | 0.44% | 58 |
|