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First Trust Global Tactical Commodity Strategy Fund

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: 13 (+2)

68% more funds holding

Funds holding: 63106 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$411K +$17.5K +845 +5%
SWM
77
Spire Wealth Management
Virginia
$411K +$383K +18,444 New
MML Investors Services
78
MML Investors Services
Massachusetts
$410K +$45.6K +2,196 +13%
PBF
79
Petix & Botte Financial
California
$398K +$394K +19,007 New
Truist Financial
80
Truist Financial
North Carolina
$354K +$107K +5,150 +44%
MIM
81
MTM Investment Management
South Carolina
$352K +$349K +16,794 New
OIA
82
OneDigital Investment Advisors
Kansas
$335K +$332K +16,000 New
MA
83
Mutual Advisors
Nebraska
$332K +$34.1K +1,643 +12%
SFPG
84
Stonebridge Financial Planning Group
Florida
$301K +$86.3K +4,160 +41%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$293K
IWC
86
Integrated Wealth Concepts
Massachusetts
$285K +$283K +13,629 New
IAIM
87
International Assets Investment Management
Florida
$248K +$200K +9,660 +403%
Creative Planning
88
Creative Planning
Kansas
$219K -$119K -5,730 -35%
HI
89
Harbour Investments
Wisconsin
$208K +$206K +9,928 New
GWM
90
Geneos Wealth Management
Colorado
$203K -$14.8K -715 -7%
Citigroup
91
Citigroup
New York
$157K +$72.6K +3,500 +87%
GI
92
Gradient Investments
Minnesota
$48K
SFS
93
Sowell Financial Services
Arkansas
$38K +$34.2K +1,650 New
CAL
94
Capital Analysts LLC
Pennsylvania
$31K +$22.8K +1,100 +275%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$29K +$28.8K +1,388 New
NFG
96
Next Financial Group
Texas
$28K +$28.1K +1,356 New
AIC
97
Ameritas Investment Company
Nebraska
$24.5K +$24.3K +1,172 New
ACM
98
Allred Capital Management
Texas
$20.9K +$20.8K +1,000 New
PB
99
Pinnacle Bancorp
Nebraska
$16K
JCM
100
Jacobi Capital Management
Pennsylvania
$10K +$10.4K +500 New

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.