Loomis, Sayles & Company’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Loomis, Sayles & Company’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	-1,795	Closed	-$40K	–	800
2023 Q4	$40K	Sell	1,795 -125	-7%	-$2.91K	﹤0.01%	628
2023 Q3	$46K	Sell	1,920 -3,431	-64%	-$82.8K	﹤0.01%	616
2023 Q2	$122K	Buy	5,351 +1,581	+42%	+$36.3K	﹤0.01%	535
2023 Q1	$89K	Sell	3,770 -3,613	-49%	-$85.9K	﹤0.01%	549
2022 Q4	$181K	Buy	+7,383	New	+$193K	﹤0.01%	512

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 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

Loomis, Sayles & Company's FTGC Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 1,795 shares — an estimated $40K sold.

Loomis, Sayles & Company first reported a position in FTGC in Q4 2022 and held it in 5 quarters. The position peaked at $181K in Q4 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

Loomis, Sayles & Company reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
Loomis, Sayles & Company sold 1,795 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $40K.
Loomis, Sayles & Company first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 5 quarters.
Loomis, Sayles & Company's First Trust Global Tactical Commodity Strategy Fund position peaked at $181K in Q4 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.