We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund
FTGC

161 hedge funds and large institutions have $1.16B invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 76 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 9

533% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 12

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

99% more capital invested

Capital invested by funds: $581M → $1.16B (+$576M)

52% more funds holding

Funds holding: 106 → 161 (+55)

0.06% more ownership

Funds ownership: 70.75% → 70.82% (+0.06%)

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

Holders
161
Holders Change
+55
Holders Change %
+51.89%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
66
Increased
76
Reduced
12
Closed
9
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Wells Fargo
Wells Fargo
California
+$38.6M
3
LPL Financial
LPL Financial
California
+$37.2M
4
UBS Group
UBS Group
Switzerland
+$32.8M
5
AP
Atwood & Palmer
Missouri
+$26.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.07M
2
FS
Ferguson Shapiro
Georgia
-$3.76M
3
IA
Insight Advisors
Pennsylvania
-$2.8M
4
Bank of America
Bank of America
North Carolina
-$2.55M
5
KPWS
Kestra Private Wealth Services
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
26
Petix & Botte Financial
California
$6.13M +$5.46M +240,116 +1,263%
CCP
27
Cassia Capital Partners
North Carolina
$5.93M +$5.7M +250,757 New
NFG
28
Norris Financial Group
South Carolina
$5.91M +$1.41M +62,048 +33%
FIM
29
FWL Investment Management
Texas
$5.74M +$867K +38,140 +19%
AFM
30
Andesa Financial Management
Pennsylvania
$5.47M +$1.76M +77,342 +50%
LWAC
31
Laurel Wealth Advisors (California)
California
$5.37M -$1.19M -52,464 -19%
Truist Financial
32
Truist Financial
North Carolina
$5.33M +$4.74M +208,619 +1,233%
CAN
33
Cetera Advisor Networks
California
$5.27M +$4.44M +195,152 +703%
SIG
34
Sargent Investment Group
Maryland
$4.84M +$1.36M +59,592 +41%
SPC
35
Sigma Planning Corp
Michigan
$4.74M +$1.38M +60,733 +43%
CA
36
Crumly & Associates
Illinois
$4.54M +$4.37M +191,997 New
RA
37
RiverTree Advisors
Florida
$4.33M +$14K +616 +0.3%
AWM
38
AllSquare Wealth Management
New York
$4.22M -$199K -8,753 -5%
SMF
39
Sterling Manor Financial
New York
$4.11M -$816K -35,892 -17%
CWM
40
Cornerstone Wealth Management
Missouri
$3.88M +$2.61M +114,790 +233%
FHC
41
First Heartland Consultants
Missouri
$3.73M +$1.39M +61,082 +63%
MA
42
Mutual Advisors
Nebraska
$3.43M +$2.94M +129,216 +815%
ARC
43
Advisor Resource Council
Texas
$3.33M +$3.2M +140,782 New
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$3.32M +$1.55M +68,008 +93%
HighTower Advisors
45
HighTower Advisors
Illinois
$3.17M +$1.59M +69,804 +109%
SPIA
46
Steward Partners Investment Advisory
New York
$3.03M +$656K +28,847 +29%
AWM
47
AE Wealth Management
Kansas
$2.99M +$2.88M +126,585 New
BCI
48
Brinker Capital Investments
Pennsylvania
$2.98M +$2.77K +122 +0.1%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.89M +$1.21M +53,376 +77%
JIP
50
Jaffetilchin Investment Partners
Florida
$2.86M -$955K -42,010 -26%
1
2
3 4 5

FTGC Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2021, worth a combined $1.16B — up 99% from $581M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FTGC positions and 9 closed out — a net gain of 57 holders — while 76 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.07M sold.

  • 161 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2021, up from 106 in Q1 2021.
  • Funds reported $1.16B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2021, up 99% quarter-over-quarter.
  • 66 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2021 and 9 closed out, a net change of +57 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2021 was Morgan Stanley, an estimated $133M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2021 was Susquehanna International Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2021.