Braun-Bostich & Associates’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Braun-Bostich & Associates’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	-14,772	Closed	-$350K	–	120
2024 Q1	$350K	Sell	14,772 -6,441	-30%	-$148K	0.29%	81
2023 Q4	$476K	Buy	+21,213	New	+$495K	0.43%	58
2023 Q3	–	Sell	-31,346	Closed	-$714K	–	71
2023 Q2	$714K	Buy	31,346 +1,147	+4%	+$26.4K	1.53%	23
2023 Q1	$709K	Buy	30,199 +17,630	+140%	+$419K	1.68%	22
2022 Q4	$308K	Buy	12,569 +810	+7%	+$21.1K	0.89%	41
2022 Q3	$298K	Buy	11,759 +1,374	+13%	+$36.4K	0.91%	47
2022 Q2	$278K	Buy	10,385 +23	+0.2%	+$667	0.72%	49
2022 Q1	$295K	Buy	+10,362	New	+$272K	0.63%	50

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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

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 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

Braun-Bostich & Associates's FTGC Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 14,772 shares — an estimated $350K sold.

Braun-Bostich & Associates first reported a position in FTGC in Q1 2022 and held it in 8 quarters. The position peaked at $714K in Q2 2023. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

Braun-Bostich & Associates reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 14,772 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $350K.
Braun-Bostich & Associates first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 8 quarters.
Braun-Bostich & Associates's First Trust Global Tactical Commodity Strategy Fund position peaked at $714K in Q2 2023.
260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.