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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
CWM
51
Cornerstone Wealth Management
Missouri
$1.03M +$1.02M +49,247 New
CWM
52
Collaborative Wealth Management
Florida
$1.02M +$744K +35,866 New
SAM
53
Secure Asset Management
Michigan
$993K -$12.2K -586 -1%
GWSG
54
GPS Wealth Strategies Group
Colorado
$968K +$168K +8,075 +21%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$934K +$926K +44,617 New
IWM
56
IHT Wealth Management
Illinois
$928K +$920K +44,314 New
FTUS
57
Flow Traders U.S.
New York
$925K +$377K +18,186 +70%
AW
58
ACG Wealth
Georgia
$918K +$96.1K +4,629 +12%
FAIM
59
Financial Advocates Investment Management
Washington
$911K +$902K +43,486 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$847K +$840K +40,454 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$812K +$805K +38,782 New
WWM
62
Western Wealth Management
Colorado
$810K +$803K +38,690 New
PCWA
63
Pacific Capital Wealth Advisors
California
$780K +$773K +37,229 New
CWA
64
Clarus Wealth Advisors
Arizona
$747K +$24.1K +1,160 +3%
CCM
65
Chiron Capital Management
Florida
$658K +$36.1K +1,740 +6%
AAS
66
Avantax Advisory Services
Texas
$645K +$640K +30,832 New
PFS
67
Prospera Financial Services
Texas
$640K +$634K +30,569 New
IFG
68
Investors Financial Group
Minnesota
$629K +$623K +30,016 New
QCIG
69
Quad-Cities Investment Group
Iowa
$602K +$597K +28,768 New
AWA
70
Arkadios Wealth Advisors
Georgia
$585K +$363K +17,500 +167%
CAN
71
Cetera Advisor Networks
California
$581K +$352K +16,982 +158%
BWM
72
Bulltick Wealth Management
Florida
$524K +$519K +25,000 New
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$494K +$489K +23,581 New
FEG
74
Financial Enhancement Group
Indiana
$443K -$249K -12,022 -36%
SFG
75
SNS Financial Group
Minnesota
$411K -$110K -5,297 -21%
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.