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

Realta 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
2019
Q2 		– Sell
-250
Closed -$5K – 1737
2019
Q1 		$5K Buy
+250
New +$4.67K ﹤0.01% 1070

Other funds holding FTGC

BCI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Realta Investment Advisors's FTGC Position: Q2 2019 in Review

Realta Investment Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2019, closing a stake of 250 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in FTGC in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 53 funds tracked by Wall St. Rank hold FTGC as of Q2 2019.

  • Realta Investment Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 250 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2019, an estimated $5K.
  • Realta Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2019 and held it in 1 quarter.
  • Realta Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $5K in Q1 2019.
  • 53 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.