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First Trust Global Tactical Commodity Strategy Fund

238 hedge funds and large institutions have $1.9B invested in First Trust Global Tactical Commodity Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 78.66%80.03% (+1.4%)

5% less capital invested

Capital invested by funds: $1.99B → $1.9B (-$93.1M)

9% less funds holding

Funds holding: 262238 (-24)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

58% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 38

Holders
238
Holders Change
-24
Holders Change %
-9.16%
% of All Funds
3.13%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.08%
New
16
Increased
85
Reduced
113
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$983K -$44K -1,791 -4%
WW
102
Waterfront Wealth
Kansas
$980K -$60.5K -2,461 -6%
BWP
103
Baldwin Wealth Partners
Massachusetts
$930K -$81.5K -3,314 -8%
FAIM
104
Financial Advocates Investment Management
Washington
$848K -$11.1K -453 -1%
SP
105
Stablepoint Partners
Massachusetts
$843K -$301K -12,250 -26%
LMKC
106
L.M. Kohn & Company
Ohio
$814K +$373K +15,171 +85%
AAS
107
Asset Allocation Strategies
Michigan
$787K -$119K -4,829 -13%
SWP
108
Stratos Wealth Partners
Ohio
$775K -$5.17K -210 -0.7%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$774K -$267K -10,846 -26%
PSFG
110
Park Square Financial Group
Georgia
$769K -$200K -8,129 -21%
CW
111
CreativeOne Wealth
Kansas
$769K -$82.5K -3,355 -10%
MIM
112
MTM Investment Management
South Carolina
$756K +$127K +5,183 +20%
EF
113
Envision Financial
Wisconsin
$750K -$74.4K -3,025 -9%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$739K +$151K +6,159 +26%
NC
115
NewSquare Capital
Pennsylvania
$710K +$46.4K +1,886 +7%
SW
116
Simplicity Wealth
New Jersey
$703K +$404K +16,432 +136%
MOS
117
MGO One Seven
Ohio
$696K +$414K +16,827 +148%
GWSG
118
GPS Wealth Strategies Group
Colorado
$683K +$63.3K +2,574 +10%
FFN
119
Focus Financial Network
Minnesota
$682K +$74.7K +3,037 +12%
CFO
120
Callan Family Office
Pennsylvania
$678K +$12.3K +500 +2%
OCM
121
Osterweis Capital Management
California
$635K
CGH
122
Crossmark Global Holdings
Texas
$626K -$98.7K -4,015 -14%
WIP
123
WealthCare Investment Partners
Rhode Island
$623K -$12K -489 -2%
FHA
124
Flagship Harbor Advisors
Massachusetts
$604K +$602K +24,465 New
TI
125
tru Independence
Oregon
$598K -$546K -22,190 -48%

FTGC Hedge Fund Activity: Q2 2025 in Review

238 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2025, worth a combined $1.9B — down 4.7% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of FTGC and 16 opened new positions — a net loss of 22 holders — while 113 trimmed existing stakes and 85 added.

The largest buyer was Morgan Stanley, adding an estimated $33.9M. The largest seller was Total Investment Management, cutting an estimated $51.4M.

  • 238 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2025, down from 262 in Q1 2025.
  • Funds reported $1.9B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 16 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2025 and 38 closed out, a net change of -22 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2025 was Morgan Stanley, an estimated $33.9M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2025 was Total Investment Management, an estimated $51.4M sold.

Based on aggregated 13F filings for Q2 2025.