Blue Bell Private Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-2,000	Closed	-$44.9K	–	731
2023 Q4	$44.9K	Hold	2,000	–	–	0.01%	336
2023 Q3	$48K	Sell	2,000 -1,000	-33%	-$24.1K	0.01%	266
2023 Q2	$68.3K	Buy	+3,000	New	+$68.9K	0.02%	230

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.47B AUM 24.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Blue Bell Private Wealth Management's FTGC Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 2,000 shares — an estimated $44.9K sold.

Blue Bell Private Wealth Management first reported a position in FTGC in Q2 2023 and held it in 3 quarters. The position peaked at $68.3K in Q2 2023. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,000 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $44.9K.
Blue Bell Private Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and held it in 3 quarters.
Blue Bell Private Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $68.3K in Q2 2023.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.