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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
Wells Fargo
1
Wells Fargo
California
$963M +$19.6M +779,863 +2%
Morgan Stanley
2
Morgan Stanley
New York
$239M +$42.4M +1,689,798 +22%
LPL Financial
3
LPL Financial
California
$73M +$14.3M +569,999 +25%
TIM
4
Total Investment Management
Arizona
$53.5M +$3.36M +133,986 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$37.9M -$1.89M -75,199 -5%
UBS Group
6
UBS Group
Switzerland
$31.1M -$727K -28,981 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$27.1M +$6.88M +274,416 +35%
NA
8
NewEdge Advisors
Louisiana
$23.5M +$20.6M +823,205 +838%
FAM
9
Flaharty Asset Management
Florida
$23.1M +$85.2K +3,399 +0.4%
CWP
10
Cyndeo Wealth Partners
Florida
$22.6M +$843K +33,623 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.6M +$273K +10,894 +1%
CAG
12
Csenge Advisory Group
Florida
$16.3M +$7.22M +288,018 +76%
VA
13
Valmark Advisers
Ohio
$14.5M +$1.42M +56,625 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$14.4M +$1.94M +77,254 +16%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$1.05M +42,012 +8%
IA
16
IFP Advisors
Florida
$14.1M +$13.8M +548,323 +9,621%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$1.37M +54,505 +11%
CCA
18
Carrera Capital Advisors
Michigan
$12.7M +$8.2M +326,799 +192%
PBF
19
Petix & Botte Financial
California
$12.3M -$1.84M -73,282 -13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.9M -$91.7K -3,657 -0.8%
HWM
21
HFG Wealth Management
Texas
$10.3M -$2.03M -80,831 -16%
WGCA
22
Wolf Group Capital Advisors
Virginia
$10.1M +$3.43M +136,747 +53%
MFG
23
Mainsail Financial Group
Washington
$9.74M +$383K +15,268 +4%
BFA
24
Beaumont Financial Advisors
Massachusetts
$9.6M +$9.44M +376,273 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.27M +$809K +32,241 +10%

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.