BOK Financial’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

BOK Financial’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 Q2	–	Sell	-2,655	Closed	-$67.8K	–	1209
2025 Q1	$67.8K	Hold	2,655	–	–	﹤0.01%	797
2024 Q4	$65.6K	Buy	2,655 +2,623	+8,197%	+$62.1K	﹤0.01%	788
2024 Q3	$776	Buy	+32	New	+$742	﹤0.01%	1183
2024 Q2	–	Sell	-7,281	Closed	-$174K	–	1206
2024 Q1	$174K	Buy	+7,281	New	+$168K	﹤0.01%	737
2023 Q4	–	Sell	-7,281	Closed	-$173K	–	1273
2023 Q3	$173K	Hold	7,281	–	–	﹤0.01%	650
2023 Q2	$166K	Buy	7,281 +32	+0.4%	+$735	﹤0.01%	661
2023 Q1	$170K	Buy	+7,249	New	+$172K	﹤0.01%	686
2022 Q4	–	Sell	-10,307	Closed	-$261K	–	909
2022 Q3	$261K	Hold	10,307	–	–	0.01%	784
2022 Q2	$276K	Hold	10,307	–	–	0.01%	795
2022 Q1	$293K	Buy	10,307 +1,153	+13%	+$30.3K	﹤0.01%	844
2021 Q4	$211K	Buy	+9,154	New	+$225K	﹤0.01%	924

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOK Financial's FTGC Position: Q2 2025 in Review

BOK Financial sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 2,655 shares — an estimated $67.8K sold.

BOK Financial first reported a position in FTGC in Q4 2021 and held it in 11 quarters. The position peaked at $293K in Q1 2022. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

BOK Financial reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 2,655 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $67.8K.
BOK Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 11 quarters.
BOK Financial's First Trust Global Tactical Commodity Strategy Fund position peaked at $293K in Q1 2022.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.