Sandy Spring Bank’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Sandy Spring Bank’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 Q3	–	Sell	-1,025	Closed	-$24.5K	–	1235
2024 Q2	$24.5K	Hold	1,025	–	–	﹤0.01%	722
2024 Q1	$24.3K	Hold	1,025	–	–	﹤0.01%	708
2023 Q4	$23K	Sell	1,025 -752	-42%	-$17.5K	﹤0.01%	686
2023 Q3	$42.6K	Buy	1,777 +752	+73%	+$18.2K	﹤0.01%	569
2023 Q2	$23.3K	Hold	1,025	–	–	﹤0.01%	687
2023 Q1	$24.1K	Hold	1,025	–	–	﹤0.01%	666
2022 Q4	$25.1K	Hold	1,025	–	–	﹤0.01%	652
2022 Q3	$26K	Hold	1,025	–	–	﹤0.01%	629
2022 Q2	$27K	Hold	1,025	–	–	﹤0.01%	639
2022 Q1	$29K	Buy	+1,025	New	+$26.9K	﹤0.01%	646

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return