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First Trust Global Tactical Commodity Strategy Fund
FTGC

263 hedge funds and large institutions have $1.75B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 138 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 271 → 263 (-8)

6.6% less ownership

Funds ownership: 83.19% → 76.59% (-6.6%)

13% less capital invested

Capital invested by funds: $2.01B → $1.75B (-$257M)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

43% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 138

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
24
Increased
78
Reduced
138
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$55M
2
GAA
Global Assets Advisory
Florida
+$14.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.37M
4
FEG
Financial Enhancement Group
Indiana
+$5.96M
5
FAM
Flaharty Asset Management
Florida
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$194M
2
First Trust Advisors
First Trust Advisors
Illinois
-$118M
3
UBS Group
UBS Group
Switzerland
-$27.6M
4
IA
IFP Advisors
Florida
-$15.9M
5
LPL Financial
LPL Financial
California
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$6.9M +$3.07M +133,418 +85%
SFS
27
Solitude Financial Services
Virginia
$6.66M +$1.64M +71,200 +34%
CA
28
Cetera Advisors
Colorado
$6.59M +$4.42M +191,836 +223%
FEG
29
Financial Enhancement Group
Indiana
$6.55M +$5.96M +258,731 +2,564%
MFG
30
Mainsail Financial Group
Washington
$6.52M +$192K +8,333 +3%
DWM
31
Darwin Wealth Management
Florida
$6.18M +$379K +16,453 +7%
CWA
32
Choice Wealth Advisors
Maine
$6.15M +$128K +5,551 +2%
WGCA
33
Wolf Group Capital Advisors
Virginia
$5.91M – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$5.43M -$2.19M -94,938 -29%
CAN
35
Cetera Advisor Networks
California
$5.4M -$2.19M -94,980 -29%
SWM
36
Shelton Wealth Management
Texas
$5.37M -$44.4K -1,929 -0.8%
AWS
37
Atria Wealth Solutions
New York
$4.89M -$1.36M -58,855 -22%
TC
38
TAP Consulting
Missouri
$4.84M +$2.68M +116,207 +132%
GIA
39
Gladstone Institutional Advisory
Florida
$4.75M +$425K +18,432 +10%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$4.74M -$691K -29,990 -13%
BRWA
41
B. Riley Wealth Advisors
Florida
$4.59M +$258K +11,202 +6%
KIA
42
KLR Investment Advisors
Rhode Island
$4.51M +$633K +27,492 +17%
Truist Financial
43
Truist Financial
North Carolina
$4.49M -$281K -12,219 -6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$4.46M -$8.38M -363,858 -66%
WIM
45
Waverton Investment Management
United Kingdom
$4.33M -$270K -11,705 -6%
PWA
46
PCG Wealth Advisors
Kansas
$4.15M -$2.67M -115,777 -40%
CIA
47
Concurrent Investment Advisors
Florida
$3.89M -$347K -15,078 -8%
CWM
48
Castle Wealth Management
Florida
$3.82M +$352K +15,296 +11%
AWM
49
AllSquare Wealth Management
New York
$3.63M -$5.04K -219 -0.1%
FIA
50
Foundations Investment Advisors
Arizona
$3.52M -$921K -39,995 -21%
1
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3 4 5

FTGC Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2024, worth a combined $1.75B — down 13% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FTGC and 24 opened new positions — a net loss of 6 holders — while 138 trimmed existing stakes and 78 added.

The largest buyer was Wells Fargo, adding an estimated $55M. The largest seller was Morgan Stanley, cutting an estimated $194M.

  • 263 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2024, down from 271 in Q4 2023.
  • Funds reported $1.75B of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 24 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2024 and 30 closed out, a net change of -6 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2024 was Wells Fargo, an estimated $55M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2024 was Morgan Stanley, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2024.