AA
FTGC icon

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

Axiom Advisory’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
Q3 		$332K Buy
14,274
+316
+2% +$7.33K ﹤0.01% 249
2024
Q2 		$338K Buy
+13,958
New +$338K ﹤0.01% 244

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Axiom Advisory's FTGC Position: Q3 2024 in Review

Axiom Advisory increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 2.3% in Q3 2024, buying an estimated $7.33K and bringing the position to 14,274 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Axiom Advisory first reported a position in FTGC in Q2 2024 and has held it in 2 quarters since. The position peaked at $338K in Q2 2024. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Axiom Advisory held 14,274 shares of First Trust Global Tactical Commodity Strategy Fund worth $332K as of Q3 2024.
  • Axiom Advisory bought 316 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $7.33K.
  • First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #249 holding.
  • Axiom Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $338K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.