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Waverton Investment Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-212,775
Closed -$5.51M – 35
2025
Q3 		$5.51M Sell
212,775
-1,950
-0.9% -$49.4K 0.07% 50
2025
Q2 		$5.3M Buy
214,725
+6,810
+3% +$167K 0.07% 55
2025
Q1 		$5.3M Buy
207,915
+28,160
+16% +$706K 0.08% 55
2024
Q4 		$4.3M Sell
179,755
-7,830
-4% -$185K 0.07% 54
2024
Q3 		$4.44M Sell
187,585
-2,200
-1% -$51K 0.07% 53
2024
Q2 		$4.54M Buy
189,785
+7,250
+4% +$176K 0.09% 53
2024
Q1 		$4.33M Sell
182,535
-11,705
-6% -$270K 0.09% 53
2023
Q4 		$4.36M Buy
194,240
+2,000
+1% +$46.6K 0.11% 55
2023
Q3 		$4.61M Buy
192,240
+2,750
+1% +$66.4K 0.13% 53
2023
Q2 		$4.31M Sell
189,490
-5,610
-3% -$129K 0.12% 54
2023
Q1 		$4.58M Buy
195,100
+27,500
+16% +$654K 0.14% 61
2022
Q4 		$4.11M Buy
167,600
+35,550
+27% +$928K 0.15% 62
2022
Q3 		$3.35M Buy
132,050
+3,800
+3% +$101K 0.14% 63
2022
Q2 		$3.43M Buy
128,250
+56,350
+78% +$1.63M 0.13% 61
2022
Q1 		$2.04M Buy
+71,900
New +$1.89M 0.07% 64

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Waverton Investment Management's FTGC Position: Q4 2025 in Review

Waverton Investment Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 212,775 shares — an estimated $5.51M sold.

Waverton Investment Management first reported a position in FTGC in Q1 2022 and held it in 15 quarters. The position peaked at $5.51M in Q3 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

  • Waverton Investment Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 212,775 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $5.51M.
  • Waverton Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 15 quarters.
  • Waverton Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.51M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.