First Trust Global Tactical Commodity Strategy Fund
FTGC
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.
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: 1 → 3 (+2)
68% more funds holding
Funds holding: 63 → 106 (+43)
7.02% more ownership
Funds ownership: 63.73% → 70.75% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$85.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$43.5M |
| 4 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$25.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$828K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$584K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$297K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$272K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
101
WealthShield Partners
Cary,
North Carolina
| $10K | +$10.4K | +500 | New |
|
|
BWA
102
BDO Wealth Advisors
Jacksonville,
Florida
| $6K | +$5.81K | +280 | New |
|
103
Simplex Trading
Chicago,
Illinois
| $3K | -$25.2K | -1,215 | -87% |
|
|
TFA
104
Transamerica Financial Advisors
St. Petersburg,
Florida
| $2K | +$1.29K | +62 | New |
|
105
Rockefeller Capital Management
New York
| $1K | +$1.04K | +50 | New |
|
|
OMC
106
Old Mission Capital
Chicago,
Illinois
| – | -$584K | -30,214 | Closed |
|
|
107
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$297K | -15,372 | Closed |
|
|
LFAS
108
Level Four Advisory Services
Dallas,
Texas
| – | -$272K | -14,095 | Closed |
|
|
TI
109
tru Independence
Portland,
Oregon
| – | -$20 | -1,055 | Closed |
|
|
ASN
110
Advisory Services Network
Atlanta,
Georgia
| – | -$18K | -935 | Closed |
|
|
KCM
111
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$11K | -550 | Closed |
|
112
JP Morgan Chase
New York
| – | -$10K | -518 | Closed |
|
|
MF
113
Manchester Financial
Westlake Village,
California
| – | +$104 | +5 | 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.