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HM Payson & Co’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

HM Payson & Co’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
-216
Closed -$5.17K – 1138
2024
Q2 		$5.17K Buy
+216
New +$5.23K ﹤0.01% 889

Other funds holding FTGC

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

HM Payson & Co's FTGC Position: Q3 2024 in Review

HM Payson & Co sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 216 shares — an estimated $5.17K sold.

HM Payson & Co first reported a position in FTGC in Q2 2024 and held it in 1 quarter. The position peaked at $5.17K in Q2 2024. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • HM Payson & Co reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 216 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $5.17K.
  • HM Payson & Co first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and held it in 1 quarter.
  • HM Payson & Co's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.17K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.