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

Beaird Harris 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
2024
Q2 		– Sell
-54
Closed -$1.28K – 748
2024
Q1 		$1.28K Buy
+54
New +$1.24K ﹤0.01% 522

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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

Beaird Harris Wealth Management's FTGC Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 54 shares — an estimated $1.28K sold.

Beaird Harris Wealth Management first reported a position in FTGC in Q1 2024 and held it in 1 quarter. The position peaked at $1.28K in Q1 2024. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 54 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $1.28K.
  • Beaird Harris Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.28K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.