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Thomas J. Herzfeld Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Thomas J. Herzfeld 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
-126
Closed -$3.01K – 195
2024
Q2 		$3.01K Buy
+126
New +$3.05K ﹤0.01% 175

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Thomas J. Herzfeld Advisors's FTGC Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 126 shares — an estimated $3.01K sold.

Thomas J. Herzfeld Advisors first reported a position in FTGC in Q2 2024 and held it in 1 quarter. The position peaked at $3.01K in Q2 2024. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 126 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $3.01K.
  • Thomas J. Herzfeld Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.01K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.