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First Trust Global Tactical Commodity Strategy Fund
FTGC

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: 7 → 8 (+1)

13% more capital invested

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

6% more funds holding

Funds holding: 161 → 170 (+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
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$25.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$22.8M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Morgan Stanley
Morgan Stanley
New York
+$12M
5
GLA
Good Life Advisors
Pennsylvania
+$10.9M

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$11.7M
2
LFAS
Level Four Advisory Services
Texas
-$10.9M
3
CCP
Cassia Capital Partners
North Carolina
-$5.93M
4
LWAC
Laurel Wealth Advisors (California)
California
-$5.37M
5
AFM
Andesa Financial Management
Pennsylvania
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
51
Jaffetilchin Investment Partners
Florida
$3.04M +$124K +5,258 +4%
CPFP
52
Clear Perspectives Financial Planning
Ohio
$3.04M +$208K +8,798 +8%
ECA
53
Elevated Capital Advisors
Utah
$2.97M +$2.91M +123,107 New
PAG
54
Private Advisor Group
New Jersey
$2.93M +$132K +5,590 +5%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$2.92M +$17.2K +729 +0.6%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.86M -$176K -7,464 -6%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$2.8M +$986K +41,717 +56%
FHA
58
Flagship Harbor Advisors
Massachusetts
$2.78M – – –
AFM
59
Andesa Financial Management
Pennsylvania
$2.68M -$2.85M -120,455 -52%
FFN
60
Focus Financial Network
Minnesota
$2.66M +$100K +4,235 +4%
MCA
61
Magnolia Capital Advisors
Mississippi
$2.66M +$98.3K +4,157 +4%
MAG
62
MRA Advisory Group
New Jersey
$2.62M -$202K -8,554 -7%
Renaissance Technologies
63
Renaissance Technologies
New York
$2.56M +$128K +5,400 +5%
HI
64
Harbour Investments
Wisconsin
$2.37M +$392K +16,597 +20%
PFS
65
Prospera Financial Services
Texas
$2.32M +$187K +7,893 +9%
GWSG
66
GPS Wealth Strategies Group
Colorado
$2.3M +$341K +14,440 +18%
CCA
67
Cadent Capital Advisors
Oklahoma
$2.13M +$45.7K +1,933 +2%
OC
68
Oppenheimer & Co
New York
$2.07M +$293K +12,396 +17%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$2.04M +$353K +14,917 +21%
FPGK
70
Financial Partners Group (Kansas)
Kansas
$2.02M +$227K +9,594 +13%
DC
71
Davenport & Co
Virginia
$1.94M +$313K +13,250 +20%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$1.78M +$1.06M +44,673 +153%
SWM
73
Spire Wealth Management
Virginia
$1.53M +$535K +22,617 +55%
BCM
74
Brookstone Capital Management
Illinois
$1.5M +$1.42M +60,179 New
OPS
75
Orion Portfolio Solutions
Nebraska
$1.47M +$65.2K +2,759 +5%
1 2
3
4 5

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.