We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund
FTGC

161 hedge funds and large institutions have $1.16B invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 76 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 9

533% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 12

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

99% more capital invested

Capital invested by funds: $581M → $1.16B (+$576M)

52% more funds holding

Funds holding: 106 → 161 (+55)

0.06% more ownership

Funds ownership: 70.75% → 70.82% (+0.06%)

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

Holders
161
Holders Change
+55
Holders Change %
+51.89%
% of All Funds
2.8%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
66
Increased
76
Reduced
12
Closed
9
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Wells Fargo
Wells Fargo
California
+$38.6M
3
LPL Financial
LPL Financial
California
+$37.2M
4
UBS Group
UBS Group
Switzerland
+$32.8M
5
AP
Atwood & Palmer
Missouri
+$26.1M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.07M
2
FS
Ferguson Shapiro
Georgia
-$3.76M
3
IA
Insight Advisors
Pennsylvania
-$2.8M
4
Bank of America
Bank of America
North Carolina
-$2.55M
5
KPWS
Kestra Private Wealth Services
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$1.38M +$21.8K +960 +2%
AWA
77
Arkadios Wealth Advisors
Georgia
$1.26M +$577K +25,381 +91%
IWM
78
IHT Wealth Management
Illinois
$1.21M +$152K +6,667 +15%
IWA
79
Inspirion Wealth Advisors
Illinois
$1.18M -$7.66K -337 -0.7%
AFS
80
Aft Forsyth & Sober
Florida
$1.18M +$1.14M +50,000 New
SAM
81
Secure Asset Management
Michigan
$1.13M +$2.93K +129 +0.3%
SB
82
Strategic Blueprint
Georgia
$1.02M +$984K +43,250 New
QCIG
83
Quad-Cities Investment Group
Iowa
$975K +$283K +12,456 +43%
SWM
84
Spire Wealth Management
Virginia
$970K +$509K +22,400 +121%
SWP
85
Stratos Wealth Partners
Ohio
$950K +$913K +40,165 New
AAS
86
Avantax Advisory Services
Texas
$938K +$202K +8,877 +29%
PCWA
87
Pacific Capital Wealth Advisors
California
$876K -$4.3K -189 -0.5%
EH
88
Equitable Holdings
New York
$869K +$835K +36,731 New
ASN
89
Advisory Services Network
Georgia
$862K +$828K +36,431 New
CWA
90
Clarus Wealth Advisors
Arizona
$854K +$24.2K +1,066 +3%
MAFM
91
Mid Atlantic Financial Management
Pennsylvania
$843K +$274K +12,050 +51%
CCM
92
Chiron Capital Management
Florida
$803K +$57.7K +2,536 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$788K +$313K +13,744 +70%
IFG
94
Investors Financial Group
Minnesota
$746K +$35K +1,537 +5%
FS
95
Ferguson Shapiro
Georgia
$728K -$3.76M -165,425 -84%
SCA
96
Snowden Capital Advisors
New York
$727K +$699K +30,750 New
SFPG
97
Stonebridge Financial Planning Group
Florida
$717K +$369K +16,240 +113%
AIC
98
Ameritas Investment Company
Nebraska
$706K +$594K +26,138 +2,230%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$691K +$665K +29,225 New
CP
100
Castleview Partners
Texas
$683K +$657K +28,880 New
2 3
4
5 6

FTGC Hedge Fund Activity: Q2 2021 in Review

161 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2021, worth a combined $1.16B — up 99% from $581M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FTGC positions and 9 closed out — a net gain of 57 holders — while 76 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.07M sold.

  • 161 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2021, up from 106 in Q1 2021.
  • Funds reported $1.16B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2021, up 99% quarter-over-quarter.
  • 66 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2021 and 9 closed out, a net change of +57 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2021 was Morgan Stanley, an estimated $133M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2021 was Susquehanna International Group, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2021.