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

Financial Services 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 		– Sell
-257,827
Closed -$6.16M – 57
2024
Q2 		$6.16M Buy
+257,827
New +$6.24M 1.69% 17

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

Financial Services Advisory's FTGC Position: Q3 2024 in Review

Financial Services Advisory sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 257,827 shares — an estimated $6.16M sold.

Financial Services Advisory first reported a position in FTGC in Q2 2024 and held it in 1 quarter. The position peaked at $6.16M in Q2 2024. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Financial Services Advisory reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Financial Services Advisory sold 257,827 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $6.16M.
  • Financial Services Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and held it in 1 quarter.
  • Financial Services Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $6.16M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Financial Services Advisory's 13F filing for Q3 2024, filed 31 Oct 2024.