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Mascoma Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Mascoma Wealth Management’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
2025
Q1 		– Sell
-140
Closed -$3.35K – 514
2024
Q4 		$3.35K Buy
+140
New +$3.31K ﹤0.01% 440

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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 $2.12B AUM 24.61% 1-Year Est. Return

Mascoma Wealth Management's FTGC Position: Q1 2025 in Review

Mascoma Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 140 shares — an estimated $3.35K sold.

Mascoma Wealth Management first reported a position in FTGC in Q4 2024 and held it in 1 quarter. The position peaked at $3.35K in Q4 2024. 264 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Mascoma Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 140 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $3.35K.
  • Mascoma Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.35K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.