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

Harbor Investment 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
2025
Q3 		– Sell
-52
Closed -$1.29K – 1193
2025
Q2 		$1.29K Hold
52
– – ﹤0.01% 1109
2025
Q1 		$1.33K Sell
52
-148
-74% -$3.71K ﹤0.01% 1102
2024
Q4 		$4.79K Buy
200
+2
+1% +$47 ﹤0.01% 969
2024
Q3 		$4.7K Buy
198
+3
+2% +$70 ﹤0.01% 986
2024
Q2 		$4.67K Sell
195
-1,912
-91% -$46.3K ﹤0.01% 980
2024
Q1 		$50K Buy
2,107
+1
+0% +$23 0.01% 580
2023
Q4 		$47.3K Sell
2,106
-5
-0.2% -$117 0.01% 577
2023
Q3 		$50.7K Sell
2,111
-110
-5% -$2.66K 0.01% 543
2023
Q2 		$50.6K Hold
2,221
– – 0.01% 709
2023
Q1 		$52.2K Sell
2,221
-132
-6% -$3.14K 0.01% 691
2022
Q4 		$57.6K Sell
2,353
-274
-10% -$7.15K 0.01% 660
2022
Q3 		$67K Sell
2,627
-306
-10% -$8.1K 0.01% 579
2022
Q2 		$78K Buy
2,933
+186
+7% +$5.4K 0.01% 561
2022
Q1 		$78K Buy
+2,747
New +$72.1K 0.01% 606

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
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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbor Investment Advisory's FTGC Position: Q3 2025 in Review

Harbor Investment Advisory sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2025, closing a stake of 52 shares — an estimated $1.29K sold.

Harbor Investment Advisory first reported a position in FTGC in Q1 2022 and held it in 14 quarters. The position peaked at $78K in Q2 2022. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

  • Harbor Investment Advisory reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 52 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2025, an estimated $1.29K.
  • Harbor Investment Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 14 quarters.
  • Harbor Investment Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $78K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.