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First Trust Global Tactical Commodity Strategy Fund
FTGC

260 hedge funds and large institutions have $1.8B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

3% more capital invested

Capital invested by funds: $1.75B → $1.8B (+$48.6M)

0.51% less ownership

Funds ownership: 76.59% → 76.08% (-0.51%)

1% less funds holding

Funds holding: 263 → 260 (-3)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

40% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 123

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
74
Reduced
123
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
Total Investment Management
Arizona
+$44.4M
2
Wells Fargo
Wells Fargo
California
+$28.8M
3
Morgan Stanley
Morgan Stanley
New York
+$25M
4
PBF
Petix & Botte Financial
California
+$8.34M
5
FSA
Financial Services Advisory
Maryland
+$6.24M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$28.2M
2
MMA
Miracle Mile Advisors
California
-$23.4M
3
UBS Group
UBS Group
Switzerland
-$5.65M
4
FIA
Foundations Investment Advisors
Arizona
-$3.34M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$3.59M -$1.2M -49,475 -25%
SIG
52
Sargent Investment Group
Maryland
$3.54M +$102K +4,224 +3%
IWA
53
Inspirion Wealth Advisors
Illinois
$3.22M -$245K -10,097 -7%
BRWA
54
B. Riley Wealth Advisors
Florida
$3.21M -$1.38M -57,182 -30%
SPIA
55
Steward Partners Investment Advisory
New York
$3.14M +$112K +4,627 +4%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.12M -$268K -11,077 -8%
OPS
57
Orion Portfolio Solutions
Nebraska
$3.12M -$268K -11,077 -8%
OC
58
Oppenheimer & Co
New York
$2.99M +$63.2K +2,610 +2%
HI
59
Harbour Investments
Wisconsin
$2.9M -$243K -10,018 -8%
AAS
60
Ameritas Advisory Services
Nebraska
$2.68M +$51.3K +2,117 +2%
CG
61
Corundum Group
Colorado
$2.66M +$962K +39,705 +55%
SA
62
Sanctuary Advisors
Indiana
$2.64M +$2.62M +108,122 New
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.61M +$309K +12,747 +13%
TI
64
tru Independence
Oregon
$2.56M +$104K +4,280 +4%
P
65
&Partners
Tennessee
$2.56M +$1.72M +70,859 +192%
IWC
66
Integrated Wealth Concepts
Massachusetts
$2.51M +$74.3K +3,067 +3%
AAS
67
Asset Allocation Strategies
Michigan
$2.38M -$44K -1,815 -2%
Comerica Bank
68
Comerica Bank
Texas
$2.3M +$287K +11,867 +14%
BA
69
Bridge Advisory
California
$2.27M -$7.41K -306 -0.3%
PFS
70
Prospera Financial Services
Texas
$2.11M -$194K -8,024 -8%
BAWM
71
Bennett Associates Wealth Management
Pennsylvania
$2.1M -$116K -4,807 -5%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$2.02M -$2.51M -103,768 -55%
PS
73
Principal Securities
Iowa
$1.94M -$55.1K -2,277 -3%
CCA
74
Cadent Capital Advisors
Oklahoma
$1.93M +$8.86K +366 +0.5%
NFG
75
Nations Financial Group
Iowa
$1.91M -$84.4K -3,487 -4%
1 2
3
4 5

FTGC Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2024, worth a combined $1.8B — up 2.8% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FTGC positions and 28 closed out — a net gain of 1 holder — while 74 added to existing stakes and 123 trimmed.

The largest buyer was Total Investment Management, opening a new position worth an estimated $44.4M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $28.2M sold.

  • 260 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2024, down from 263 in Q1 2024.
  • Funds reported $1.8B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 29 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2024 and 28 closed out, a net change of +1 holder.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2024 was Total Investment Management, an estimated $44.4M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2024 was Global Assets Advisory, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2024.