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Heritage Financial Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-54
Closed -$1K – 213
2022
Q2 		$1K Buy
+54
New +$1.57K ﹤0.01% 450

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AP
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Heritage Financial Services's FTGC Position: Q3 2022 in Review

Heritage Financial Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2022, closing a stake of 54 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in FTGC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 298 funds tracked by Wall St. Rank hold FTGC as of Q3 2022.

  • Heritage Financial Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 54 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $1K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.