First Trust Global Tactical Commodity Strategy Fund

FTGC • NASDAQ

First Trust Global Tactical Commodity Strategy Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 235 institutional investors hold shares in this ETF, with total holdings valued at $1.7B. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $758.5M.

Overview

Overview of institutional ownership in FTGC as of Q3 2025

All Institutions

Institutions: 235
Value Held: $1.7B
Shares Held: 67.3M
Avg Position: $7.4M
Median Position: $564.9K

Hedge Funds

Hedge Funds: 1
Value Held: $1.7M
Shares Held: 65.4K
Avg Position: $1.7M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in FTGC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$758.5M 0.16% of portfolio	29.3M shares	Q2 2014 Held for 11y 5m	$488.50B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$264.2M 0.02% of portfolio	10.2M shares	Q1 2014 Held for 11y 8m	$1.65T
L LPL Financial LLC Institution	-	$70.7M 0.02% of portfolio	2.7M shares	Q1 2014 Held for 11y 8m	$340.07B
R ROYAL BANK OF CANADA Institution	-	$38.5M 0.01% of portfolio	1.5M shares	Q1 2014 Held for 11y 8m	$542.04B
UBS Group AG Institution	Sergio P. Ermotti CEO	$35.0M 0.01% of portfolio	1.3M shares	Q4 2014 Held for 10y 11m	$511.54B
Flaharty Asset Management, LLC RIA/Wealth	Shon Edward Flaharty CEO	$25.3M 3.22% of portfolio	978.7K shares	Q1 2022 Held for 3y 8m	$787.2M
Carrera Capital Advisors RIA/Wealth	Keith Nichol CEO	$23.9M 4.53% of portfolio	922.2K shares	Q4 2024 Held for 11 months	$527.5M
C Cyndeo Wealth Partners, LLC RIA/Wealth	Solomon Matthews Kilgroe CEO	$23.4M 1.30% of portfolio	903.9K shares	Q4 2022 Held for 2y 11m	$1.8B
Csenge Advisory Group RIA/Wealth	John Louis Csenge President	$20.5M 0.99% of portfolio	793.4K shares	Q1 2018 Held for 7y 8m	$2.1B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$20.0M 0.01% of portfolio	772.8K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for FTGC in Q3 2025

Traded: −$206.5M
Buyers: 119
Sellers: 118
Total Bought: +$85.5M
Total Sold: −$292.0M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
S STOCK YARDS BANK & TRUST CO RIA/Wealth	+$13.3M +514.4K shares	$13.3M 514.4K shares
A Advisor Group Holdings, Inc. Institution	+$9.3M +359.9K shares	$17.6M 680.7K shares
IFP Advisors, Inc RIA/Wealth	+$8.6M +332.6K shares	$8.9M 344.8K shares
Carrera Capital Advisors RIA/Wealth	+$6.3M +244.4K shares	$23.9M 922.2K shares
Summit Financial, LLC RIA/Wealth	+$5.7M +219.6K shares	$5.7M 219.6K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$3.9M +151.3K shares	$17.3M 670.6K shares
D Dunhill Financial, LLC RIA/Wealth	+$3.4M +130.8K shares	$10.0M 384.5K shares
Csenge Advisory Group RIA/Wealth	+$3.2M +123.3K shares	$20.5M 793.4K shares
UBS Group AG Institution	+$3.0M +117.1K shares	$35.0M 1.3M shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$2.4M +92.8K shares	$2.4M 92.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLS FARGO & COMPANY/MN Institution	−$208.2M −8.0M shares	$758.5M 29.3M shares
Goss Wealth Management LLC RIA/Wealth	−$17.7M −685.2K shares	$7.5M 290.5K shares
MORGAN STANLEY RIA/Wealth	−$14.4M −556.5K shares	$264.2M 10.2M shares
Great Diamond Partners, LLC RIA/Wealth	−$7.8M −317.1K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$6.7M −271.3K shares	Sold Off 0 shares
Q Quadrature Capital Ltd Institution	−$6.4M −258.2K shares	Sold Off 0 shares
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	−$2.9M −114.5K shares	Sold Off 0 shares
DAVENPORT & Co LLC RIA/Wealth	−$2.1M −80.6K shares	$217.4K 8.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.9M −71.6K shares	$249.6K 9.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$1.8M −69.1K shares	$17.0M 655.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FTGC in Q3 2025

New Positions: 17
New Value: $23.3M
Exited Positions: 26
Exited Value: $30.2M

New Positions

Institution	Position Value
S STOCK YARDS BANK & TRUST CO RIA/Wealth	$13.3M 514.4K shares
Summit Financial, LLC RIA/Wealth	$5.7M 219.6K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$2.2M 83.4K shares
Harvest Investment Services, LLC RIA/Wealth	$575.6K 22.2K shares
CUSTOM INDEX SYSTEMS, LLC RIA/Wealth	$357.0K 13.8K shares
BRIGHT FINANCIAL ADVISORS, INC. RIA/Wealth	$225.6K 8.7K shares
Synergy Financial Management, LLC RIA/Wealth	$219.1K 8.5K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$212.2K 8.2K shares
Annis Gardner Whiting Capital Advisors, LLC RIA/Wealth	$193.0K 7.5K shares
Guerra Advisors Inc RIA/Wealth	$132.2K 5.1K shares

Exited Positions

Institution	Previous Position
Great Diamond Partners, LLC RIA/Wealth	$7.8M 317.1K shares
F FLOW TRADERS U.S. LLC Institution	$6.7M 271.3K shares
Q Quadrature Capital Ltd Institution	$6.4M 258.2K shares
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	$2.9M 114.5K shares
BANK OF MONTREAL /CAN/ Institution	$1.2M 49.7K shares
Financial Advocates Investment Management RIA/Wealth	$848.0K 34.4K shares
L.M. KOHN & COMPANY RIA/Wealth	$814.2K 33.0K shares
CFG Asset Management LLC RIA/Wealth	$709.9K 28.8K shares
BKA Wealth Consulting, Inc. RIA/Wealth	$509.1K 20.6K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$498.4K 20.2K shares

Options Activity

Institutions with the largest Call and Put options positions in FTGC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FTGC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
HFG Wealth Management, LLC RIA/Wealth	Larry Arlen Harvey President	6.27% $11.8M	455.3K shares	Q4 2023 Held for 1y 11m	$188.2M
Mainsail Financial Group, LLC RIA/Wealth	Brandon Lee Steele CEO	4.61% $10.7M	413.6K shares	Q4 2022 Held for 2y 11m	$232.5M
Carrera Capital Advisors RIA/Wealth	Keith Nichol CEO	4.53% $23.9M	922.2K shares	Q4 2024 Held for 11 months	$527.5M
Choice Wealth Advisors, LLC RIA/Wealth	Christopher Arthur Markos CCO	3.45% $7.5M	289.3K shares	Q3 2022 Held for 3y 2m	$217.4M
Fortress Wealth Management, Inc. RIA/Wealth	Sanjiv Kumar Founder	3.25% $6.9M	267.5K shares	Q4 2024 Held for 11 months	$213.1M
Flaharty Asset Management, LLC RIA/Wealth	Shon Edward Flaharty CEO	3.22% $25.3M	978.7K shares	Q1 2022 Held for 3y 8m	$787.2M
S Solitude Financial Services RIA/Wealth	Ashley Jonathon Vice CCO	2.88% $8.4M	325.4K shares	Q1 2022 Held for 3y 8m	$292.2M
D Dunhill Financial, LLC RIA/Wealth	Kamaljit Singh Somal CIO	2.61% $10.0M	384.5K shares	Q4 2023 Held for 1y 11m	$382.5M
Petix & Botte Co RIA/Wealth	Andrew Williams Managing Partner	2.50% $10.8M	418.0K shares	Q1 2023 Held for 2y 8m	$433.4M
Park Square Financial Group, LLC RIA/Wealth	Donald Leonard Ruffin CEO	2.18% $484.5K	18.7K shares	Q4 2024 Held for 11 months	$22.3M

Hedge Fund Spotlight

Discover hedge funds investing in FTGC

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in First Trust Global Tactical Commodity Strategy Fund

Market Value: $1.7M
Shares Held: 65.4K
Portfolio Weight: 0.00%
Owned Since: 2021-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%