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First Trust Global Tactical Commodity Strategy Fund
FTGC

106 hedge funds and large institutions have $581M invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

282% more capital invested

Capital invested by funds: $152M → $581M (+$429M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

68% more funds holding

Funds holding: 63 → 106 (+43)

7.02% more ownership

Funds ownership: 63.73% → 70.75% (+7%)

Holders
106
Holders Change
+43
Holders Change %
+68.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
51
Increased
43
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$107M
2
Wells Fargo
Wells Fargo
California
+$85.5M
3
UBS Group
UBS Group
Switzerland
+$43.5M
4
AP
Atwood & Palmer
Missouri
+$25.1M
5
Stifel Financial
Stifel Financial
Missouri
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$828K
2
OMC
Old Mission Capital
Illinois
-$584K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$297K
4
LFAS
Level Four Advisory Services
Texas
-$272K
5
FEG
Financial Enhancement Group
Indiana
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RiverTree Advisors
Florida
$3.83M +$3.79M +182,643 New
JIP
27
Jaffetilchin Investment Partners
Florida
$3.41M +$697K +33,593 +26%
VAG
28
VisionPoint Advisory Group
Texas
$3.32M +$3.29M +158,745 New
AFM
29
Andesa Financial Management
Pennsylvania
$3.23M +$1.92M +92,524 +150%
SIG
30
Sargent Investment Group
Maryland
$3.04M +$1.35M +64,834 +81%
SPC
31
Sigma Planning Corp
Michigan
$2.93M +$1.61M +77,387 +124%
IA
32
Insight Advisors
Pennsylvania
$2.8M +$2.25M +108,435 +683%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.69M +$1.97M +94,848 +282%
BCI
34
Brinker Capital Investments
Pennsylvania
$2.64M -$54.6K -2,631 -2%
KAS
35
Kestra Advisory Services
Texas
$2.55M +$549K +26,446 +28%
Bank of America
36
Bank of America
North Carolina
$2.37M -$828K -39,886 -26%
ECA
37
Elevated Capital Advisors
Utah
$2.32M +$2.22M +106,877 New
SPIA
38
Steward Partners Investment Advisory
New York
$2.07M +$762K +36,709 +59%
FHC
39
First Heartland Consultants
Missouri
$2.03M +$2.01M +96,780 New
FFN
40
Focus Financial Network
Minnesota
$1.86M +$1.84M +88,650 New
MIAN
41
Mariner Independent Advisor Network
Kansas
$1.6M +$216K +10,413 +16%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$1.53M +$1.51M +72,880 New
CCA
43
Cadent Capital Advisors
Oklahoma
$1.52M +$1.5M +72,514 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.44M +$1.43M +68,873 New
KPWS
45
Kestra Private Wealth Services
Texas
$1.4M +$1.39M +66,880 New
GVAG
46
Great Valley Advisor Group
Delaware
$1.36M +$1.07M +51,482 +382%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.35M +$1.33M +64,224 New
PAG
48
Private Advisor Group
New Jersey
$1.31M +$1.3M +62,468 New
OPS
49
Orion Portfolio Solutions
Nebraska
$1.2M +$50K +2,409 +4%
IWA
50
Inspirion Wealth Advisors
Illinois
$1.06M +$332K +16,021 +47%
1
2
3 4 5

FTGC Hedge Fund Activity: Q1 2021 in Review

106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2021, worth a combined $581M — up 282% from $152M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FTGC positions and 8 closed out — a net gain of 43 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Bank of America, cutting an estimated $828K.

  • 106 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $581M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2021, up 282% quarter-over-quarter.
  • 51 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2021 and 8 closed out, a net change of +43 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2021 was Morgan Stanley, an estimated $107M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2021 was Bank of America, an estimated $828K sold.

Based on aggregated 13F filings for Q1 2021.