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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
CA
101
Claro Advisors
Massachusetts
$648K +$623K +27,399 New
CCIA
102
Cherry Creek Investment Advisors
Colorado
$632K +$608K +26,735 New
BWM
103
Bulltick Wealth Management
Florida
$591K – – –
IAIM
104
International Assets Investment Management
Florida
$581K +$284K +12,501 +104%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$577K +$555K +24,388 +48,776%
WP
106
WealthSource Partners
California
$576K +$554K +24,345 New
CFGS
107
Concourse Financial Group Securities
Alabama
$553K +$85.8K +3,775 +19%
BRWA
108
B. Riley Wealth Advisors
Florida
$549K +$528K +23,204 New
DADC
109
D.A. Davidson & Co
Montana
$519K +$499K +21,926 New
CAN
110
Claraphi Advisory Network
United States
$488K +$469K +20,644 New
FEG
111
Financial Enhancement Group
Indiana
$474K -$25.5K -1,120 -5%
CIAS
112
Capital Investment Advisory Services
North Carolina
$443K +$426K +18,735 New
AFAS
113
Acorn Financial Advisory Services
Virginia
$437K +$419K +18,438 New
CAM
114
Cozad Asset Management
Illinois
$435K +$418K +18,397 New
MIM
115
MTM Investment Management
South Carolina
$425K +$26.7K +1,173 +7%
OIA
116
OneDigital Investment Advisors
Kansas
$378K – – –
SFG
117
SNS Financial Group
Minnesota
$375K -$85.1K -3,741 -19%
GLA
118
Good Life Advisors
Pennsylvania
$373K +$358K +15,764 New
TA
119
TrueWealth Advisors
Alabama
$362K +$348K +15,299 New
HWA
120
HHM Wealth Advisors
Tennessee
$355K +$341K +15,000 New
IA
121
IFG Advisory
Georgia
$354K +$341K +14,978 New
WS
122
Wedbush Securities
California
$343K +$330K +14,520 New
DA
123
DCM Advisors
New York
$342K +$329K +14,450 New
DWM
124
Darwin Wealth Management
Florida
$332K +$319K +14,027 New
CA
125
Cetera Advisors
Colorado
$312K +$300K +13,193 New
3 4
5
6 7

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.