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Sigma Planning Corp’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Sigma Planning Corp’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
-9,217
Closed -$220K – 1239
2024
Q2 		$220K Sell
9,217
-464
-5% -$11.2K 0.01% 1041
2024
Q1 		$230K Buy
+9,681
New +$223K 0.01% 1077
2023
Q4 		– Sell
-52,033
Closed -$1.25M – 966
2023
Q3 		$1.25M Sell
52,033
-2,115
-4% -$51.1K 0.05% 390
2023
Q2 		$1.23M Sell
54,148
-39,732
-42% -$913K 0.04% 398
2023
Q1 		$2.21M Sell
93,880
-147,991
-61% -$3.52M 0.07% 275
2022
Q4 		$5.92M Buy
241,871
+462
+0.2% +$12.1K 0.21% 106
2022
Q3 		$6.12M Sell
241,409
-250,324
-51% -$6.62M 0.23% 91
2022
Q2 		$13.2M Buy
491,733
+42,036
+9% +$1.22M 0.46% 37
2022
Q1 		$12.8M Buy
449,697
+349,961
+351% +$9.18M 0.38% 43
2021
Q4 		$2.3M Sell
99,736
-62,949
-39% -$1.55M 0.06% 298
2021
Q3 		$3.92M Sell
162,685
-37,905
-19% -$896K 0.12% 189
2021
Q2 		$4.74M Buy
200,590
+60,733
+43% +$1.38M 0.14% 155
2021
Q1 		$2.93M Buy
139,857
+77,387
+124% +$1.61M 0.09% 243
2020
Q4 		$1.21M Buy
+62,470
New +$1.12M 0.04% 393
2020
Q1 		– Sell
-16,676
Closed -$316K – 983
2019
Q4 		$316K Buy
16,676
+5,877
+54% +$109K 0.01% 773
2019
Q3 		$196K Buy
+10,799
New +$197K 0.01% 916

Other funds holding FTGC

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Sigma Planning Corp's FTGC Position: Q3 2024 in Review

Sigma Planning Corp sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 9,217 shares — an estimated $220K sold.

Sigma Planning Corp first reported a position in FTGC in Q3 2019 and held it in 16 quarters. The position peaked at $13.2M in Q2 2022. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Sigma Planning Corp reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 9,217 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $220K.
  • Sigma Planning Corp first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2019 and held it in 16 quarters.
  • Sigma Planning Corp's First Trust Global Tactical Commodity Strategy Fund position peaked at $13.2M in Q2 2022.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Sigma Planning Corp's 13F filing for Q3 2024, filed 4 Nov 2024.