Mayflower Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Mayflower Financial 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 Q3	–	Sell	-8,365	Closed	-$200K	–	377
2024 Q2	$200K	Buy	+8,365	New	+$203K	0.03%	345
2024 Q1	–	Sell	-9,209	Closed	-$207K	–	357
2023 Q4	$207K	Hold	9,209	–	–	0.03%	320
2023 Q3	$221K	Hold	9,209	–	–	0.03%	301
2023 Q2	$210K	Hold	9,209	–	–	0.03%	331
2023 Q1	$216K	Hold	9,209	–	–	0.03%	318
2022 Q4	$226K	Hold	9,209	–	–	0.03%	308
2022 Q3	$233K	Hold	9,209	–	–	0.04%	284
2022 Q2	$246K	Buy	+9,209	New	+$267K	0.04%	285

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

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

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return