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First Trust Global Tactical Commodity Strategy Fund

311 hedge funds and large institutions have $3.35B invested in First Trust Global Tactical Commodity Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,080% more call options, than puts

Call options by funds: $359K | Put options by funds: $5K

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

10% more funds holding

Funds holding: 282311 (+29)

7% more capital invested

Capital invested by funds: $3.12B → $3.35B (+$228M)

1.4% less ownership

Funds ownership: 74.86%73.46% (-1.4%)

Holders
311
Holders Change
+29
Holders Change %
+10.28%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.59%
New
54
Increased
167
Reduced
71
Closed
22
Calls
$359K
Puts
$5K
Net Calls
+$354K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$22.4M -$1.33M -45,757 -5%
CA
27
Cetera Advisors
Colorado
$21.4M -$6.04M -208,262 -21%
WWA
28
WCG Wealth Advisors
Nevada
$20.2M +$21.9M +753,307 New
PFS
29
Prospera Financial Services
Texas
$17.3M +$1.9M +65,413 +11%
PWA
30
PCG Wealth Advisors
Kansas
$16.7M +$1.03M +35,640 +6%
AWM
31
AE Wealth Management
Kansas
$16.3M +$1.04M +35,942 +6%
Jane Street
32
Jane Street
New York
$15.9M +$11.5M +396,813 +201%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$15.9M +$2.69M +92,693 +19%
CA
34
Crumly & Associates
Illinois
$13.4M +$6.4M +220,665 +79%
SPC
35
Sigma Planning Corp
Michigan
$13.2M +$1.22M +42,036 +9%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$12.8M +$2.66M +91,760 +24%
BFA
37
Beaumont Financial Advisors
Massachusetts
$12.6M +$607K +20,932 +5%
MA
38
Mutual Advisors
Nebraska
$11.9M +$4.78M +164,936 +59%
CAG
39
Csenge Advisory Group
Florida
$11.6M +$2.17M +74,800 +21%
HI
40
Harbour Investments
Wisconsin
$11.5M +$12.4M +429,041 New
OC
41
Oppenheimer & Co
New York
$11.4M +$724K +24,973 +6%
B
42
Bensler
Washington
$11M +$1.4M +48,424 +13%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$10.9M +$7.18M +247,552 +157%
WEPOG
44
Wealth Enhancement & Preservation of GA
Georgia
$10.6M +$11.5M +397,352 New
VA
45
Valmark Advisers
Ohio
$10.5M +$11.4M +392,631 New
GWM
46
GDS Wealth Management
Texas
$10.5M +$4.33M +149,313 +62%
WWM
47
Western Wealth Management
Colorado
$10.2M -$4.51M -155,496 -29%
SI
48
Stephens Inc
Arkansas
$10.2M +$10.1M +349,630 +1,176%
SMF
49
Sterling Manor Financial
New York
$9.78M +$55.9K +1,926 +0.5%
LWAC
50
Laurel Wealth Advisors (California)
California
$9.41M +$1.23M +42,429 +14%

FTGC Hedge Fund Activity: Q2 2022 in Review

311 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2022, worth a combined $3.35B — up 7.3% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FTGC positions and 22 closed out — a net gain of 32 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.1M. The largest seller was Del-Sette Capital Management, exiting entirely with an estimated $11.4M sold.

  • 311 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2022, up from 282 in Q1 2022.
  • Funds reported $3.35B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 54 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2022 and 22 closed out, a net change of +32 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2022 was Morgan Stanley, an estimated $53.1M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2022 was Del-Sette Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2022.