Beaumont Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Beaumont Financial Advisors’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 Q2	–	Sell	-376,273	Closed	-$9.6M	–	387
2025 Q1	$9.6M	Buy	+376,273	New	+$9.44M	0.75%	38
2022 Q3	–	Sell	-469,418	Closed	-$12.6M	–	313
2022 Q2	$12.6M	Buy	469,418 +20,932	+5%	+$607K	1.13%	24
2022 Q1	$12.8M	Sell	448,486 -150,387	-25%	-$3.95M	0.97%	28
2021 Q4	$13.8M	Buy	598,873 +32,412	+6%	+$797K	1%	29
2021 Q3	$13.7M	Sell	566,461 -64,641	-10%	-$1.53M	1.05%	28
2021 Q2	$14.9M	Buy	631,102 +150,736	+31%	+$3.43M	1.14%	27
2021 Q1	$10.1M	Buy	+480,366	New	+$9.97M	0.85%	37

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beaumont Financial Advisors's FTGC Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 376,273 shares — an estimated $9.6M sold.

Beaumont Financial Advisors first reported a position in FTGC in Q1 2021 and held it in 7 quarters. The position peaked at $14.9M in Q2 2021. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Beaumont Financial Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 376,273 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $9.6M.
Beaumont Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 7 quarters.
Beaumont Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $14.9M in Q2 2021.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.