GHP Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

GHP Investment Advisors’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	-116	Closed	-$2.6K	–	849
2023 Q4	$2.6K	Hold	116	–	–	﹤0.01%	748
2023 Q3	$2.77K	Hold	116	–	–	﹤0.01%	824
2023 Q2	$2.81K	Hold	116	–	–	﹤0.01%	809
2023 Q1	$2.73K	Hold	116	–	–	﹤0.01%	806
2022 Q4	$2.84K	Hold	116	–	–	﹤0.01%	810
2022 Q3	$3K	Buy	+116	New	+$3.07K	﹤0.01%	807

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

GHP Investment Advisors's FTGC Position: Q1 2024 in Review

GHP Investment Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 116 shares — an estimated $2.6K sold.

GHP Investment Advisors first reported a position in FTGC in Q3 2022 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

GHP Investment Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
GHP Investment Advisors sold 116 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $2.6K.
GHP Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2022 and held it in 6 quarters.
GHP Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $3K in Q3 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on GHP Investment Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.