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 $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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Mayflower Financial Advisors's FTGC Position: Q3 2024 in Review

Mayflower Financial Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 8,365 shares — an estimated $200K sold.

Mayflower Financial Advisors first reported a position in FTGC in Q2 2022 and held it in 8 quarters. The position peaked at $246K in Q2 2022. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

Mayflower Financial Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
Mayflower Financial Advisors sold 8,365 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $200K.
Mayflower Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 8 quarters.
Mayflower Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $246K in Q2 2022.
240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Mayflower Financial Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.