BFS
FTGC icon

Burkett Financial Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Burkett Financial Services’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
-732
Closed -$18.7K – 232
2025
Q1 		$18.7K Buy
+732
New +$18.4K 0.01% 139

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Burkett Financial Services's FTGC Position: Q2 2025 in Review

Burkett Financial Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 732 shares — an estimated $18.7K sold.

Burkett Financial Services first reported a position in FTGC in Q1 2025 and held it in 1 quarter. The position peaked at $18.7K in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • Burkett Financial Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 732 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $18.7K.
  • Burkett Financial Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $18.7K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.