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First Trust Global Tactical Commodity Strategy Fund

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: 271263 (-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: 119 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Accel Wealth Management
Iowa
$647K -$88.4K -3,838 -12%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$645K -$1.53M -66,564 -71%
SB
128
Strategic Blueprint
Georgia
$629K -$172K -7,459 -22%
CW
129
CreativeOne Wealth
Kansas
$629K +$610K +26,503 New
MFG
130
Merit Financial Group
Georgia
$626K +$608K +26,383 New
FFN
131
Focus Financial Network
Minnesota
$610K -$395K -17,154 -40%
EGA
132
E&G Advisors
Texas
$608K -$41.5K -1,800 -7%
CWA
133
Capital Wealth Alliance
Arizona
$595K +$5.07K +220 +0.9%
OC
134
Oarsman Capital
Wisconsin
$575K -$205K -8,904 -27%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$549K -$689K -29,935 -56%
BWM
136
Bulltick Wealth Management
Florida
$543K
WFA
137
WMG Financial Advisors
Tennessee
$539K -$5.71K -248 -1%
MC
138
Moors & Cabot
Massachusetts
$533K -$113K -4,907 -18%
NWMG
139
National Wealth Management Group
Ohio
$522K -$1.37M -59,415 -73%
NS
140
NBC Securities
Alabama
$522K -$192K -8,358 -28%
AWA
141
Authentikos Wealth Advisory
California
$522K -$35.6K -1,544 -7%
CFGS
142
Concourse Financial Group Securities
Alabama
$509K -$25.5K -1,108 -5%
RCAG
143
Rehmann Capital Advisory Group
Michigan
$497K -$107K -4,646 -18%
VCM
144
Virtue Capital Management
Tennessee
$476K -$7.74K -336 -2%
CAM
145
Cozad Asset Management
Illinois
$475K -$9.65K -419 -2%
BAWC
146
Boyce & Associates Wealth Consulting
Texas
$466K +$42.2K +1,831 +10%
QCIG
147
Quad-Cities Investment Group
Iowa
$459K -$252K -10,952 -36%
AFAS
148
Acorn Financial Advisory Services
Virginia
$457K -$286K -12,422 -39%
IWM
149
IHT Wealth Management
Illinois
$444K -$148K -6,444 -26%
HH
150
Hilltop Holdings
Texas
$437K -$10.2K -441 -2%

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.