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

KLR 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	$4.51M	Buy	185,076 +27,492	+17%	+$633K	3.26%	3
2023 Q4	$3.54M	Buy	157,584 +9,365	+6%	+$218K	2.56%	6
2023 Q3	$3.48M	Sell	148,219 -7,763	-5%	-$187K	3.16%	3
2023 Q2	$3.55M	Sell	155,982 -5	-0%	-$115	2.92%	3
2023 Q1	$3.66M	Buy	155,987 +10,777	+7%	+$256K	3.22%	2
2022 Q4	$3.56M	Buy	+145,210	New	+$3.79M	2.93%	4

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 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 $2.18B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KLR Investment Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 17% in Q1 2024, buying an estimated $633K and bringing the position to 185,076 shares worth $4.51M. The position accounts for 3.26% of the portfolio, ranked #3.

KLR Investment Advisors first reported a position in FTGC in Q4 2022 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

KLR Investment Advisors held 185,076 shares of First Trust Global Tactical Commodity Strategy Fund worth $4.51M as of Q1 2024.
KLR Investment Advisors bought 27,492 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $633K.
First Trust Global Tactical Commodity Strategy Fund made up 3.26% of KLR Investment Advisors's portfolio in Q1 2024, its #3 holding.
KLR Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.