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First Trust Global Tactical Commodity Strategy Fund
FTGC

262 hedge funds and large institutions have $1.99B invested in First Trust Global Tactical Commodity Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

0.93% more ownership

Funds ownership: 77.73% → 78.66% (+0.93%)

0% less funds holding

Funds holding: 263 → 262 (-1)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

32% less capital invested

Capital invested by funds: $2.9B → $1.99B (-$916M)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.51%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
35
Increased
96
Reduced
97
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$42.4M
2
NA
NewEdge Advisors
Louisiana
+$20.6M
3
Wells Fargo
Wells Fargo
California
+$19.6M
4
LPL Financial
LPL Financial
California
+$14.3M
5
IA
IFP Advisors
Florida
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.71M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.15M
4
HWM
HFG Wealth Management
Texas
-$2.03M
5
TI
tru Independence
Oregon
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$8.59M -$480K -19,120 -5%
GDP
27
Great Diamond Partners
Maine
$7.98M +$7.84M +312,816 New
Osaic Holdings
28
Osaic Holdings
Arizona
$7.98M -$4.71M -187,759 -38%
P
29
&Partners
Tennessee
$7.93M -$733K -29,231 -9%
SFS
30
Solitude Financial Services
Virginia
$7.74M +$259K +10,340 +4%
FWM
31
Fortress Wealth Management
California
$7.4M -$265K -10,585 -4%
CWA
32
Choice Wealth Advisors
Maine
$7.25M -$334K -13,316 -4%
MFG
33
Magnus Financial Group
New York
$7.09M +$304K +12,110 +5%
PFS
34
Prospera Financial Services
Texas
$6.98M -$407K -16,231 -6%
CAAS
35
Capital Asset Advisory Services
Michigan
$6.46M +$491K +19,577 +8%
PAG
36
Private Advisor Group
New Jersey
$6.41M -$158K -6,293 -2%
AI
37
Arvest Investments
Arkansas
$6.41M -$1.87M -74,682 -23%
AWM
38
Axxcess Wealth Management
California
$6.37M +$488K +19,440 +8%
GIA
39
Gladstone Institutional Advisory
Florida
$5.94M +$31.9K +1,273 +0.6%
KAS
40
Kestra Advisory Services
Texas
$5.7M -$1.07M -42,590 -16%
AFG
41
ABLE Financial Group
Arizona
$5.65M +$508K +20,254 +10%
WIM
42
Waverton Investment Management
United Kingdom
$5.3M +$706K +28,160 +16%
DWM
43
Darwin Wealth Management
Florida
$4.82M – – –
Renaissance Technologies
44
Renaissance Technologies
New York
$3.88M +$2.65M +105,696 +228%
AWM
45
AllSquare Wealth Management
New York
$3.72M -$112K -4,460 -3%
CIA
46
Concurrent Investment Advisors
Florida
$3.47M +$689K +27,483 +25%
CCFM
47
Clear Creek Financial Management
Washington
$3.43M +$36.9K +1,473 +1%
PWA
48
PCG Wealth Advisors
Kansas
$3.42M -$81.5K -3,250 -2%
MP
49
Moment Partners
California
$3.22M -$24.5K -977 -0.8%
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.13M +$4.31K +172 +0.1%
1
2
3 4 5

FTGC Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2025, worth a combined $1.99B — down 32% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FTGC positions and 31 closed out — a net gain of 4 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.4M. The largest seller was Osaic Holdings, cutting an estimated $4.71M.

  • 262 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2025, down from 263 in Q4 2024.
  • Funds reported $1.99B of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2025, down 32% quarter-over-quarter.
  • 35 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2025 and 31 closed out, a net change of +4 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2025 was Morgan Stanley, an estimated $42.4M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2025 was Osaic Holdings, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2025.