L.M. Kohn & Company’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-33,004	Closed	-$814K	–	185
2025 Q2	$814K	Buy	33,004 +15,171	+85%	+$373K	0.22%	92
2025 Q1	$455K	Buy	+17,833	New	+$447K	0.12%	155
2024 Q3	–	Sell	-45,796	Closed	-$1.09M	–	295
2024 Q2	$1.09M	Buy	45,796 +13,588	+42%	+$329K	0.3%	64
2024 Q1	$764K	Buy	32,208 +20,612	+178%	+$475K	0.21%	102
2023 Q4	$260K	Buy	11,596 +2,932	+34%	+$68.4K	0.08%	195
2023 Q3	$208K	Buy	+8,664	New	+$209K	0.08%	210
2022 Q2	–	Sell	-12,416	Closed	-$353K	–	240
2022 Q1	$353K	Buy	+12,416	New	+$326K	0.14%	172

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CWP

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

L.M. Kohn & Company's FTGC Position: Q3 2025 in Review

L.M. Kohn & Company sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2025, closing a stake of 33,004 shares — an estimated $814K sold.

L.M. Kohn & Company first reported a position in FTGC in Q1 2022 and held it in 7 quarters. The position peaked at $1.09M in Q2 2024. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

L.M. Kohn & Company reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 33,004 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2025, an estimated $814K.
L.M. Kohn & Company first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 7 quarters.
L.M. Kohn & Company's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.09M in Q2 2024.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.