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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
PS
76
Principal Securities
Iowa
$1.98M -$319K -13,842 -14%
CCA
77
Cadent Capital Advisors
Oklahoma
$1.91M -$234K -10,155 -11%
DADC
78
D.A. Davidson & Co
Montana
$1.91M -$294K -12,771 -14%
CCM
79
Chiron Capital Management
Florida
$1.82M +$342K +14,852 +24%
WW
80
Waterfront Wealth
Kansas
$1.8M -$475K -20,616 -22%
GLA
81
Good Life Advisors
Pennsylvania
$1.7M +$348K +15,090 +27%
CG
82
Corundum Group
Colorado
$1.7M +$596K +25,892 +57%
MML Investors Services
83
MML Investors Services
Massachusetts
$1.69M -$145K -6,288 -8%
TCG
84
Transcendent Capital Group
Oklahoma
$1.65M +$1.6M +69,441 +694,410%
FAIM
85
Financial Advocates Investment Management
Washington
$1.62M -$1.19M -51,874 -43%
Jane Street
86
Jane Street
New York
$1.6M -$9.15M -397,269 -85%
AAS
87
Avantax Advisory Services
Texas
$1.6M -$238K -10,353 -13%
RMAM
88
Raab & Moskowitz Asset Management
New Jersey
$1.58M -$11.5K -500 -0.7%
NC
89
Napatree Capital
Rhode Island
$1.55M +$108K +4,683 +8%
AFS
90
Aft Forsyth & Sober
Florida
$1.54M – – –
MA
91
Mutual Advisors
Nebraska
$1.47M -$283K -12,288 -17%
AFP
92
Ausdal Financial Partners
Iowa
$1.46M +$336K +14,610 +31%
WWM
93
Western Wealth Management
Colorado
$1.42M -$20.4K -884 -1%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.4M -$264K -11,442 -16%
MIM
95
MTM Investment Management
South Carolina
$1.38M -$41.5K -1,804 -3%
AWA
96
Arkadios Wealth Advisors
Georgia
$1.36M -$196K -8,491 -13%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.34M -$665K -28,883 -34%
CIG
98
Cascade Investment Group
Colorado
$1.28M +$7K +304 +0.6%
TWM
99
Trueblood Wealth Management
Ohio
$1.27M – – –
GWSG
100
GPS Wealth Strategies Group
Colorado
$1.24M -$112K -4,883 -9%
2 3
4
5 6

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.