Birch Hill Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Birch Hill Investment 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
2022 Q3	–	Sell	-13,000	Closed	-$348K	–	147
2022 Q2	$348K	Hold	13,000	–	–	0.02%	127
2022 Q1	$370K	Hold	13,000	–	–	0.02%	133
2021 Q4	$300K	Hold	13,000	–	–	0.01%	147
2021 Q3	$313K	Hold	13,000	–	–	0.02%	143
2021 Q2	$307K	Buy	+13,000	New	+$296K	0.02%	138

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Birch Hill Investment Advisors's FTGC Position: Q3 2022 in Review

Birch Hill Investment Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2022, closing a stake of 13,000 shares — an estimated $348K sold.

Birch Hill Investment Advisors first reported a position in FTGC in Q2 2021 and held it in 5 quarters. The position peaked at $370K in Q1 2022. 298 funds tracked by Wall St. Rank hold FTGC as of Q3 2022.

Birch Hill Investment Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
Birch Hill Investment Advisors sold 13,000 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2022, an estimated $348K.
Birch Hill Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 5 quarters.
Birch Hill Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $370K in Q1 2022.
298 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2022.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.