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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
NA
101
NewEdge Advisors
Louisiana
$1.16M -$101K -4,400 -8%
CCIA
102
Cherry Creek Investment Advisors
Colorado
$1.15M +$17.2K +748 +2%
SFC
103
Strategic Financial Concepts
Texas
$1.15M +$139K +6,037 +14%
CAP
104
Columbia Advisory Partners
Washington
$1.01M +$36K +1,563 +4%
Millennium Management
105
Millennium Management
New York
$985K +$956K +41,520 New
SWP
106
Stratos Wealth Partners
Ohio
$953K -$195K -8,458 -17%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$952K -$251K -10,893 -21%
SP
108
Stablepoint Partners
Massachusetts
$940K +$583K +25,325 +177%
EWM
109
EPG Wealth Management
Georgia
$914K -$14.5K -630 -2%
WIP
110
WealthCare Investment Partners
Rhode Island
$897K -$603K -26,199 -41%
P
111
&Partners
Tennessee
$877K +$851K +36,961 New
EH
112
Equitable Holdings
New York
$863K -$171K -7,415 -17%
AWM
113
AE Wealth Management
Kansas
$834K -$4.56M -197,866 -85%
JIP
114
Jaffetilchin Investment Partners
Florida
$833K +$433K +18,789 +115%
AP
115
Aspect Partners
Virginia
$814K -$115K -4,978 -13%
RA
116
RFG Advisory
Alabama
$777K -$1.98M -85,764 -72%
LMKC
117
L.M. Kohn & Company
Ohio
$764K +$475K +20,612 +178%
VWA
118
Visionary Wealth Advisors
Illinois
$751K -$98.9K -4,293 -12%
OIA
119
OneDigital Investment Advisors
Kansas
$735K +$28.1K +1,222 +4%
FTUS
120
Flow Traders U.S.
New York
$726K -$1.19M -51,807 -63%
SW
121
SMART Wealth
Nebraska
$721K -$1.24M -53,768 -64%
RJT
122
Raymond James Trust
Florida
$679K +$423K +18,359 +179%
HAS
123
HBW Advisory Services
California
$672K – – –
JIC
124
Johnson Investment Counsel
Ohio
$662K -$649K -28,195 -50%
CWA
125
Clarus Wealth Advisors
Arizona
$656K -$295K -12,826 -32%
3 4
5
6 7

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.