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First Trust Global Tactical Commodity Strategy Fund

170 hedge funds and large institutions have $1.31B invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 96 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 31

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more capital invested

Capital invested by funds: $1.16B → $1.31B (+$155M)

6% more funds holding

Funds holding: 161170 (+9)

0% more call options, than puts

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

0.57% less ownership

Funds ownership: 70.82%70.25% (-0.57%)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
27
Increased
96
Reduced
31
Closed
15
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Karp Capital Management
California
$7.37M +$746K +31,552 +12%
CS
27
Comerica Securities
Michigan
$6.57M -$61.1K -2,586 -0.9%
CRWM
28
Castle Rock Wealth Management
California
$6.47M +$3.48M +147,165 +130%
FIM
29
FWL Investment Management
Texas
$6.41M +$548K +23,171 +10%
CA
30
Crumly & Associates
Illinois
$6.21M +$1.56M +65,792 +34%
CAN
31
Cetera Advisor Networks
California
$6.04M +$656K +27,746 +12%
Truist Financial
32
Truist Financial
North Carolina
$5.87M +$425K +18,000 +8%
SIG
33
Sargent Investment Group
Maryland
$5.51M +$567K +23,998 +12%
NFG
34
Norris Financial Group
South Carolina
$5.48M -$541K -22,888 -9%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$4.61M +$1.63M +68,979 +56%
FHC
36
First Heartland Consultants
Missouri
$4.59M +$770K +32,593 +21%
OMC
37
Old Mission Capital
Illinois
$4.57M +$2.72M +115,201 +155%
MA
38
Mutual Advisors
Nebraska
$4.47M +$956K +40,452 +28%
RA
39
RiverTree Advisors
Florida
$4.39M -$30.8K -1,304 -0.7%
SMF
40
Sterling Manor Financial
New York
$4.3M +$102K +4,304 +2%
AWM
41
AllSquare Wealth Management
New York
$4.2M -$103K -4,340 -2%
SPC
42
Sigma Planning Corp
Michigan
$3.92M -$896K -37,905 -19%
FAIM
43
Financial Advocates Investment Management
Washington
$3.89M +$1.17M +49,492 +44%
CWM
44
Cornerstone Wealth Management
Missouri
$3.71M -$240K -10,169 -6%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$3.68M +$287K +12,159 +9%
SPIA
46
Steward Partners Investment Advisory
New York
$3.51M +$421K +17,795 +14%
AWM
47
AE Wealth Management
Kansas
$3.24M +$184K +7,778 +6%
Jane Street
48
Jane Street
New York
$3.22M +$3.16M +133,511 New
LBD
49
Landsberg Bennett & Dubbaneh
Florida
$3.2M +$3.09M +130,687 New
MIAN
50
Mariner Independent Advisor Network
Kansas
$3.08M +$328K +13,895 +12%

FTGC Hedge Fund Activity: Q3 2021 in Review

170 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2021, worth a combined $1.31B — up 13% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FTGC positions and 15 closed out — a net gain of 12 holders — while 96 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $25.9M. The largest seller was Coldstream Capital Management, exiting entirely with an estimated $11.7M sold.

  • 170 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2021, up from 161 in Q2 2021.
  • Funds reported $1.31B of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2021, up 13% quarter-over-quarter.
  • 27 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2021 and 15 closed out, a net change of +12 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2021 was Wells Fargo, an estimated $25.9M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2021 was Coldstream Capital Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2021.