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Wingate Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-414
Closed -$9.91K – 211
2024
Q4 		$9.91K Buy
+414
New +$9.8K 0.01% 338

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TIM
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Royal Bank of Canada
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UBS Group
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Raymond James Financial
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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Wingate Wealth Advisors's FTGC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 414 shares — an estimated $9.91K sold.

Wingate Wealth Advisors first reported a position in FTGC in Q4 2024 and held it in 1 quarter. The position peaked at $9.91K in Q4 2024. 264 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 414 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $9.91K.
  • Wingate Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $9.91K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.