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First Trust Global Tactical Commodity Strategy Fund

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: 1013 (+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: 263262 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TI
101
tru Independence
Oregon
$1.18M -$1.97M -78,603 -63%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$1.17M -$91.2K -3,637 -7%
SFC
103
Strategic Financial Concepts
Texas
$1.17M +$44.5K +1,773 +4%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$1.12M -$57.2K -2,281 -5%
WW
105
Waterfront Wealth
Kansas
$1.08M -$376 -15 -0%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$171K +6,828 +20%
WWM
107
Western Wealth Management
Colorado
$1.06M -$130K -5,203 -11%
BWP
108
Baldwin Wealth Partners
Massachusetts
$1.05M -$353K -14,069 -26%
CCM
109
Coldstream Capital Management
Washington
$1.04M +$1.02M +40,557 New
PSFG
110
Park Square Financial Group
Georgia
$1M +$14.5K +578 +1%
EH
111
Equitable Holdings
New York
$968K +$78.8K +3,141 +9%
AAS
112
Asset Allocation Strategies
Michigan
$938K -$236K -9,430 -20%
FAIM
113
Financial Advocates Investment Management
Washington
$889K -$12K -480 -1%
CW
114
CreativeOne Wealth
Kansas
$881K +$360K +14,373 +71%
EF
115
Envision Financial
Wisconsin
$854K -$5.04K -201 -0.6%
BEI
116
Benjamin Edwards Inc
Missouri
$833K +$74.3K +2,963 +10%
SWP
117
Stratos Wealth Partners
Ohio
$807K -$102K -4,067 -11%
EWM
118
EPG Wealth Management
Georgia
$781K -$118K -4,708 -13%
CGH
119
Crossmark Global Holdings
Texas
$750K +$738K +29,438 New
CFO
120
Callan Family Office
Pennsylvania
$689K
NC
121
NewSquare Capital
Pennsylvania
$686K +$674K +26,889 New
OCM
122
Osterweis Capital Management
California
$655K
MIM
123
MTM Investment Management
South Carolina
$652K +$16.3K +650 +3%
OC
124
Oarsman Capital
Wisconsin
$649K +$37.4K +1,491 +6%
GWSG
125
GPS Wealth Strategies Group
Colorado
$640K -$7.88K -314 -1%

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.