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

SFG 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
2022
Q2 		– Sell
-12,447
Closed -$354K – 85
2022
Q1 		$354K Sell
12,447
-6,362
-34% -$167K 0.33% 54
2021
Q4 		$434K Buy
+18,809
New +$462K 0.39% 57

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG Wealth Management's FTGC Position: Q2 2022 in Review

SFG Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2022, closing a stake of 12,447 shares — an estimated $354K sold.

SFG Wealth Management first reported a position in FTGC in Q4 2021 and held it in 2 quarters. The position peaked at $434K in Q4 2021. 311 funds tracked by Wall St. Rank hold FTGC as of Q2 2022.

  • SFG Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • SFG Wealth Management sold 12,447 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2022, an estimated $354K.
  • SFG Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 2 quarters.
  • SFG Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $434K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2022.

Based on SFG Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.