Callan Family Office’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Callan Family Office’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 Q4	–	Sell	-27,000	Closed	-$699K	–	1119
2025 Q3	$699K	Sell	27,000 -500	-2%	-$12.7K	0.02%	447
2025 Q2	$678K	Buy	27,500 +500	+2%	+$12.3K	0.02%	495
2025 Q1	$689K	Hold	27,000	–	–	0.05%	265
2024 Q4	$646K	Buy	+27,000	New	+$639K	0.04%	322

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Callan Family Office's FTGC Position: Q4 2025 in Review

Callan Family Office sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 27,000 shares — an estimated $699K sold.

Callan Family Office first reported a position in FTGC in Q4 2024 and held it in 4 quarters. The position peaked at $699K in Q3 2025. 237 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

Callan Family Office reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
Callan Family Office sold 27,000 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $699K.
Callan Family Office first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 4 quarters.
Callan Family Office's First Trust Global Tactical Commodity Strategy Fund position peaked at $699K in Q3 2025.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on Callan Family Office's 13F filing for Q4 2025, filed 12 Feb 2026.