SWM
FTGC icon

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

Sanctuary 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
2024
Q4 		$16.5K Sell
688
-266
-28% -$6.3K 0.01% 151
2024
Q3 		$22.6K Hold
954
– – 0.02% 143
2024
Q2 		$22.8K Hold
954
– – 0.02% 125
2024
Q1 		$22.6K Hold
954
– – 0.02% 122
2023
Q4 		$21.4K Hold
954
– – 0.02% 120
2023
Q3 		$22.9K Hold
954
– – 0.03% 102
2023
Q2 		$21.7K Buy
+954
New +$21.9K 0.02% 110

Other funds holding FTGC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Wealth Management's FTGC Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 28% in Q4 2024, selling an estimated $6.3K and leaving 688 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #151.

Sanctuary Wealth Management first reported a position in FTGC in Q2 2023 and has held it in 7 quarters since. The position peaked at $22.9K in Q3 2023. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

  • Sanctuary Wealth Management held 688 shares of First Trust Global Tactical Commodity Strategy Fund worth $16.5K as of Q4 2024.
  • Sanctuary Wealth Management sold 266 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $6.3K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #151 holding.
  • Sanctuary Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $22.9K in Q3 2023.
  • 263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.