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Lloyd Advisory Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Lloyd Advisory 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
2020
Q2 		– Sell
-1
Closed – – 317
2020
Q1 		$0 Sell
1
-150
-99% -$2.56K ﹤0.01% 318
2019
Q4 		$3K Buy
+151
New +$2.79K ﹤0.01% 279

Other funds holding FTGC

Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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

Lloyd Advisory Services's FTGC Position: Q2 2020 in Review

Lloyd Advisory Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2020, closing a stake of 1 share.

Lloyd Advisory Services first reported a position in FTGC in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 38 funds tracked by Wall St. Rank hold FTGC as of Q2 2020.

  • Lloyd Advisory Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 First Trust Global Tactical Commodity Strategy Fund share in Q2 2020.
  • Lloyd Advisory Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $3K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2020.

Based on Lloyd Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.