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Accordant Advisory Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Accordant Advisory Group’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
2024
Q2 		– Sell
-3,255
Closed -$77.2K – 185
2024
Q1 		$77.2K Buy
+3,255
New +$75K 0.06% 117

Other funds holding FTGC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Accordant Advisory Group's FTGC Position: Q2 2024 in Review

Accordant Advisory Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 3,255 shares — an estimated $77.2K sold.

Accordant Advisory Group first reported a position in FTGC in Q1 2024 and held it in 1 quarter. The position peaked at $77.2K in Q1 2024. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

  • Accordant Advisory Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 3,255 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $77.2K.
  • Accordant Advisory Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $77.2K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.