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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
Wells Fargo
1
Wells Fargo
California
$921M -$9.88M -401,655 -1%
Morgan Stanley
2
Morgan Stanley
New York
$265M +$33.9M +1,378,523 +15%
LPL Financial
3
LPL Financial
California
$66.4M -$4.12M -167,720 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36.3M -$340K -13,813 -0.9%
UBS Group
5
UBS Group
Switzerland
$30.4M +$343K +13,951 +1%
NA
6
NewEdge Advisors
Louisiana
$24.1M +$1.34M +54,315 +6%
FAM
7
Flaharty Asset Management
Florida
$23.2M +$894K +36,359 +4%
CWP
8
Cyndeo Wealth Partners
Florida
$22.4M +$574K +23,319 +3%
CWM
9
Congress Wealth Management
Massachusetts
$19.9M +$19.9M +807,532 New
Raymond James Financial
10
Raymond James Financial
Florida
$18.1M -$8.07M -328,242 -31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.9M -$1.08M -43,838 -6%
CCA
12
Carrera Capital Advisors
Michigan
$16.7M +$4.45M +180,949 +36%
CAG
13
Csenge Advisory Group
Florida
$16.1M +$80.8K +3,286 +0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.9M +$4.37M +177,804 +38%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$15M +$1.17M +47,448 +8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$14.8M +$1.51M +61,221 +11%
VA
17
Valmark Advisers
Ohio
$14.5M +$439K +17,850 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14.4M +$489K +19,897 +4%
P
19
&Partners
Tennessee
$12.8M +$5.04M +204,908 +65%
HWM
20
HFG Wealth Management
Texas
$11.9M +$823K +33,461 +8%
PBF
21
Petix & Botte Financial
California
$11M -$908K -36,927 -8%
MFG
22
Mainsail Financial Group
Washington
$9.89M +$266K +10,796 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$9.36M +$400K +16,249 +4%
FEG
24
Financial Enhancement Group
Indiana
$8.98M +$60.7K +2,467 +0.7%
SFS
25
Solitude Financial Services
Virginia
$7.93M +$455K +18,488 +6%

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.