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Moisand Fitzgerald Tamayo’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Moisand Fitzgerald Tamayo’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 		– Sell
-583
Closed -$13.1K – 612
2023
Q4 		$13.1K Buy
+583
New +$13.6K ﹤0.01% 303

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
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
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FTGC Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 583 shares — an estimated $13.1K sold.

Moisand Fitzgerald Tamayo first reported a position in FTGC in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 583 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $13.1K.
  • Moisand Fitzgerald Tamayo first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's First Trust Global Tactical Commodity Strategy Fund position peaked at $13.1K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.