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

Sugarloaf 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
2024
Q1 		– Sell
-528
Closed -$11.8K – 697
2023
Q4 		$11.8K Buy
+528
New +$12.3K ﹤0.01% 470

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MMA
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FAM
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CAG
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Commonwealth Equity Services
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CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Sugarloaf Wealth Management's FTGC Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 528 shares — an estimated $11.8K sold.

Sugarloaf Wealth Management first reported a position in FTGC in Q4 2023 and held it in 1 quarter. The position peaked at $11.8K in Q4 2023. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 528 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $11.8K.
  • Sugarloaf Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $11.8K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.