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First Trust Global Tactical Commodity Strategy Fund
FTGC

260 hedge funds and large institutions have $1.8B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

3% more capital invested

Capital invested by funds: $1.75B → $1.8B (+$48.6M)

0.51% less ownership

Funds ownership: 76.59% → 76.08% (-0.51%)

1% less funds holding

Funds holding: 263 → 260 (-3)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

40% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 123

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.76%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
74
Reduced
123
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
Total Investment Management
Arizona
+$44.4M
2
Wells Fargo
Wells Fargo
California
+$28.8M
3
Morgan Stanley
Morgan Stanley
New York
+$25M
4
PBF
Petix & Botte Financial
California
+$8.34M
5
FSA
Financial Services Advisory
Maryland
+$6.24M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$28.2M
2
MMA
Miracle Mile Advisors
California
-$23.4M
3
UBS Group
UBS Group
Switzerland
-$5.65M
4
FIA
Foundations Investment Advisors
Arizona
-$3.34M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$968K -$207K -8,552 -17%
EWM
102
EPG Wealth Management
Georgia
$952K -$933K -38,532 Closed
EH
103
Equitable Holdings
New York
$935K +$65.7K +2,711 +7%
SWP
104
Stratos Wealth Partners
Ohio
$921K -$40K -1,651 -4%
SP
105
Stablepoint Partners
Massachusetts
$905K – – –
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$896K -$63.5K -2,622 -7%
VCWA
107
Vanguard Capital Wealth Advisors
Colorado
$884K +$895K +36,975 New
AWM
108
AE Wealth Management
Kansas
$841K +$1.14K +47 +0.1%
SFC
109
Strategic Financial Concepts
Texas
$793K +$3.94M +162,773 +336%
AP
110
Aspect Partners
Virginia
$785K -$36.4K -1,504 -4%
VWA
111
Visionary Wealth Advisors
Illinois
$752K -$5.23K -216 -0.7%
NC
112
NewSquare Capital
Pennsylvania
$705K +$714K +29,465 New
RA
113
RFG Advisory
Alabama
$704K -$80K -3,304 -10%
ATPW
114
Ashton Thomas Private Wealth
Arizona
$693K +$43K +1,774 +7%
RJT
115
Raymond James Trust
Florida
$678K -$6.1K -252 -0.9%
JIC
116
Johnson Investment Counsel
Ohio
$668K – – –
HAS
117
HBW Advisory Services
California
$666K -$50.4K -2,080 -7%
FFN
118
Focus Financial Network
Minnesota
$641K +$44.9K +1,852 +7%
SB
119
Strategic Blueprint
Georgia
$617K -$17.8K -735 -3%
AWM
120
Accel Wealth Management
Iowa
$610K -$42.2K -1,744 -6%
EGA
121
E&G Advisors
Texas
$607K -$6.05K -250 -1%
OC
122
Oarsman Capital
Wisconsin
$572K -$7.77K -321 -1%
CWA
123
Capital Wealth Alliance
Arizona
$571K -$29.9K -1,236 -5%
SW
124
SMART Wealth
Nebraska
$570K -$158K -6,540 -22%
GM
125
GeoWealth Management
Illinois
$558K -$2.25M -93,051 -80%
3 4
5
6 7

FTGC Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2024, worth a combined $1.8B — up 2.8% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FTGC positions and 28 closed out — a net gain of 1 holder — while 74 added to existing stakes and 123 trimmed.

The largest buyer was Total Investment Management, opening a new position worth an estimated $44.4M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $28.2M sold.

  • 260 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2024, down from 263 in Q1 2024.
  • Funds reported $1.8B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2024, up 2.8% quarter-over-quarter.
  • 29 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2024 and 28 closed out, a net change of +1 holder.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2024 was Total Investment Management, an estimated $44.4M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2024 was Global Assets Advisory, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2024.