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 $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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Sandy Spring Bank's FTGC Position: Q3 2024 in Review

Sandy Spring Bank sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 1,025 shares — an estimated $24.5K sold.

Sandy Spring Bank first reported a position in FTGC in Q1 2022 and held it in 10 quarters. The position peaked at $42.6K in Q3 2023. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

Sandy Spring Bank reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 1,025 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $24.5K.
Sandy Spring Bank first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 10 quarters.
Sandy Spring Bank's First Trust Global Tactical Commodity Strategy Fund position peaked at $42.6K in Q3 2023.
240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.