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Avior Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-100
Closed -$100 – 1327
2024
Q4 		$100 Hold
100
– – ﹤0.01% 2407
2024
Q3 		$100 Sell
100
-1,327
-93% -$30.8K ﹤0.01% 2260
2024
Q2 		$31.8K Sell
1,427
-4,986
-78% -$121K ﹤0.01% 1241
2024
Q1 		$150K Buy
6,413
+102
+2% +$2.35K 0.01% 793
2023
Q4 		$139K Sell
6,311
-339
-5% -$7.9K 0.01% 563
2023
Q3 		$157K Sell
6,650
-540
-8% -$13K 0.01% 568
2023
Q2 		$162K Sell
7,190
-6,946
-49% -$160K 0.01% 567
2023
Q1 		$330K Buy
14,136
+6,531
+86% +$155K 0.02% 438
2022
Q4 		$184K Buy
7,605
+683
+10% +$17.8K 0.01% 474
2022
Q3 		$172K Buy
6,922
+1,521
+28% +$40.2K 0.01% 466
2022
Q2 		$141K Buy
5,401
+101
+2% +$2.93K 0.01% 458
2022
Q1 		$150K Buy
+5,300
New +$139K 0.01% 462
2019
Q3 		– Sell
-656
Closed -$12K – 810
2019
Q2 		$12K Buy
+656
New +$12.1K ﹤0.01% 576

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Avior Wealth Management's FTGC Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 100 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in FTGC in Q2 2019 and held it in 13 quarters. The position peaked at $330K in Q1 2023. 264 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Avior Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 100 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $100.
  • Avior Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2019 and held it in 13 quarters.
  • Avior Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $330K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.