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First Trust Global Tactical Commodity Strategy Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Waterfront Wealth
Kansas
$322K -$536K -18,620 -62%
OIA
177
OneDigital Investment Advisors
Kansas
$322K -$13.5K -470 -4%
EFG
178
Everest Financial Group
Minnesota
$319K +$1.47K +51 +0.4%
GPW
179
Genesis Private Wealth
Virginia
$315K +$5.38K +187 +2%
GWP
180
Gateway Wealth Partners
Wisconsin
$310K -$255K -8,879 -44%
CFD
181
Creative Financial Designs
Indiana
$308K +$39.6K +1,377 +14%
AWM
182
Accel Wealth Management
Iowa
$300K -$26.7K -929 -8%
FUBT
183
First United Bank & Trust
Maryland
$299K +$92.5K +3,216 +41%
GM
184
GeoWealth Management
Illinois
$297K -$34.7K -1,207 -10%
PMFA
185
Plante Moran Financial Advisors
Michigan
$293K
GRP
186
Global Retirement Partners
California
$290K +$308K +10,704 New
CCP
187
Cushing Capital Partners
Wisconsin
$285K +$259 +9 +0.1%
CCM
188
Coldstream Capital Management
Washington
$279K
FSBI
189
Fearless Solutions (Best Invest)
Texas
$265K
PSFG
190
Park Square Financial Group
Georgia
$261K -$33.7K -1,171 -11%
WS
191
Wedbush Securities
California
$259K +$4.26K +148 +2%
SWM
192
Shelton Wealth Management
Texas
$250K -$79.2K -2,752 -23%
WWWM
193
White Wing Wealth Management
Texas
$249K +$265K +9,199 New
OCM
194
Objective Capital Management
Ohio
$246K +$431 +15 +0.2%
IWM
195
IHT Wealth Management
Illinois
$246K -$17.9K -622 -6%
NWA
196
Northwest Wealth Advisors
Washington
$228K -$4.26K -148 -2%
IA
197
IFP Advisors
Florida
$224K +$35.8K +1,245 +18%
CFM
198
Compass Financial Management
Florida
$222K +$233K +8,101 New
VWA
199
Visionary Wealth Advisors
Illinois
$221K -$17.7K -616 -7%
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$219K -$3.39K -118 -1%