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Mid Atlantic Financial Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$659K Sell
27,320
-8,311
-23% -$196K 0.04% 374
2021
Q2 		$843K Buy
35,631
+12,050
+51% +$274K 0.06% 293
2021
Q1 		$494K Buy
+23,581
New +$489K 0.04% 433

Other funds holding FTGC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's FTGC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 23% in Q3 2021, selling an estimated $196K and leaving 27,320 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #374.

Mid Atlantic Financial Management first reported a position in FTGC in Q1 2021 and has held it in 3 quarters since. The position peaked at $843K in Q2 2021. 170 funds tracked by Wall St. Rank hold FTGC as of Q3 2021.

  • Mid Atlantic Financial Management held 27,320 shares of First Trust Global Tactical Commodity Strategy Fund worth $659K as of Q3 2021.
  • Mid Atlantic Financial Management sold 8,311 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2021, an estimated $196K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #374 holding.
  • Mid Atlantic Financial Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $843K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.