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Bridge Advisory’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Bridge Advisory’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
Q3 		$2.26M Buy
95,496
+527
+0.6% +$12.2K 1.08% 26
2024
Q2 		$2.27M Sell
94,969
-306
-0.3% -$7.41K 1.12% 23
2024
Q1 		$2.26M Sell
95,275
-803
-0.8% -$18.5K 1.12% 25
2023
Q4 		$2.16M Buy
+96,078
New +$2.24M 1.08% 30

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Bridge Advisory's FTGC Position: Q3 2024 in Review

Bridge Advisory increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.55% in Q3 2024, buying an estimated $12.2K and bringing the position to 95,496 shares worth $2.26M. The position accounts for 1.08% of the portfolio, ranked #26.

Bridge Advisory first reported a position in FTGC in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.27M in Q2 2024. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Bridge Advisory held 95,496 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.26M as of Q3 2024.
  • Bridge Advisory bought 527 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $12.2K.
  • First Trust Global Tactical Commodity Strategy Fund made up 1.08% of Bridge Advisory's portfolio in Q3 2024, its #26 holding.
  • Bridge Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 4 quarters since.
  • Bridge Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.27M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.