SIMG
FTGC icon

Sonora Investment Management Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Sonora Investment Management Group’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
Q4 		– Sell
-7,750
Closed -$207K – 273
2022
Q3 		$207K Hold
7,750
– – 0.03% 188
2022
Q2 		$207K Buy
+7,750
New +$225K 0.02% 221

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management Group's FTGC Position: Q4 2022 in Review

Sonora Investment Management Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2022, closing a stake of 7,750 shares — an estimated $207K sold.

Sonora Investment Management Group first reported a position in FTGC in Q2 2022 and held it in 2 quarters. The position peaked at $207K in Q3 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

  • Sonora Investment Management Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Sonora Investment Management Group sold 7,750 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $207K.
  • Sonora Investment Management Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 2 quarters.
  • Sonora Investment Management Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $207K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Sonora Investment Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.