Zimmermann Investment Management & Planning’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-26,508	Closed	-$623K	–	113
2023 Q1	$623K	Sell	26,508 -67,353	-72%	-$1.6M	0.33%	60
2022 Q4	$2.3M	Sell	93,861 -1,285	-1%	-$33.5K	1.33%	22
2022 Q3	$2.41M	Buy	95,146 +64,863	+214%	+$1.72M	1.5%	22
2022 Q2	$810K	Buy	+30,283	New	+$879K	0.56%	41

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

MMA

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Zimmermann Investment Management & Planning's FTGC Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2023, closing a stake of 26,508 shares — an estimated $623K sold.

Zimmermann Investment Management & Planning first reported a position in FTGC in Q2 2022 and held it in 4 quarters. The position peaked at $2.41M in Q3 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 26,508 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2023, an estimated $623K.
Zimmermann Investment Management & Planning first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 4 quarters.
Zimmermann Investment Management & Planning's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.41M in Q3 2022.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.