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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
IWA
51
Inspirion Wealth Advisors
Illinois
$3.44M -$380K -16,490 -10%
SIG
52
Sargent Investment Group
Maryland
$3.41M -$380K -16,504 -10%
AFG
53
ABLE Financial Group
Arizona
$3.4M +$284K +12,320 +9%
BCI
54
Brinker Capital Investments
Pennsylvania
$3.36M -$334K -14,519 -9%
OPS
55
Orion Portfolio Solutions
Nebraska
$3.36M -$334K -14,519 -9%
CAAS
56
Capital Asset Advisory Services
Michigan
$3.36M +$992K +43,051 +46%
Citigroup
57
Citigroup
New York
$3.35M +$1.28M +55,521 +65%
AWM
58
Axxcess Wealth Management
California
$3.21M +$946K +41,087 +44%
HI
59
Harbour Investments
Wisconsin
$3.11M -$646K -28,033 -18%
SPIA
60
Steward Partners Investment Advisory
New York
$3.01M +$297K +12,876 +11%
OC
61
Oppenheimer & Co
New York
$2.91M -$128K -5,542 -4%
GM
62
GeoWealth Management
Illinois
$2.76M +$163K +7,061 +6%
AAS
63
Ameritas Advisory Services
Nebraska
$2.6M +$562K +24,397 +29%
Renaissance Technologies
64
Renaissance Technologies
New York
$2.57M +$940K +40,797 +61%
C
65
CEDRUS
Colorado
$2.53M +$226K +9,799 +10%
PAG
66
Private Advisor Group
New Jersey
$2.46M -$411K -17,838 -15%
TI
67
tru Independence
Oregon
$2.44M +$757K +32,861 +47%
IWC
68
Integrated Wealth Concepts
Massachusetts
$2.42M +$37.1K +1,613 +2%
AAS
69
Asset Allocation Strategies
Michigan
$2.4M +$50K +2,172 +2%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M +$117K +5,074 +6%
PFS
71
Prospera Financial Services
Texas
$2.28M -$301K -13,080 -12%
BA
72
Bridge Advisory
California
$2.26M -$18.5K -803 -0.8%
BAWM
73
Bennett Associates Wealth Management
Pennsylvania
$2.2M +$333K +14,471 +18%
Comerica Bank
74
Comerica Bank
Texas
$2M -$225K -9,752 -10%
NFG
75
Nations Financial Group
Iowa
$1.98M +$52.9K +2,295 +3%
1 2
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.