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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
BWM
126
Bulltick Wealth Management
Florida
$547K – – –
MFG
127
Merit Financial Group
Georgia
$538K -$93.6K -3,867 -15%
WFA
128
WMG Financial Advisors
Tennessee
$537K -$6.25K -258 -1%
OIA
129
OneDigital Investment Advisors
Kansas
$532K -$211K -8,721 -28%
MC
130
Moors & Cabot
Massachusetts
$529K -$8.36K -345 -2%
BAWC
131
Boyce & Associates Wealth Consulting
Texas
$517K +$47.3K +1,955 +10%
NS
132
NBC Securities
Alabama
$490K -$35.9K -1,481 -7%
GRP
133
Global Retirement Partners
California
$484K +$134K +5,533 +38%
CWA
134
Clarus Wealth Advisors
Arizona
$479K -$165K -6,824 -25%
CAM
135
Cozad Asset Management
Illinois
$479K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$469K -$45K -1,858 -9%
QCIG
137
Quad-Cities Investment Group
Iowa
$461K -$1.38K -57 -0.3%
VCM
138
Virtue Capital Management
Tennessee
$446K +$121 +5 +0%
IWM
139
IHT Wealth Management
Illinois
$435K -$12.4K -512 -3%
First Trust Advisors
140
First Trust Advisors
Illinois
$434K +$101K +4,169 +30%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$432K -$70.3K -2,901 -14%
SCA
142
Snowden Capital Advisors
New York
$432K – – –
Creative Planning
143
Creative Planning
Kansas
$421K -$7.34K -303 -2%
JWCA
144
J.W. Cole Advisors
Florida
$417K -$3.8K -157 -0.9%
DC
145
Davenport & Co
Virginia
$410K +$115K +4,752 +38%
DWP
146
Daymark Wealth Partners
Ohio
$404K -$11.1K -458 -3%
JIP
147
Jaffetilchin Investment Partners
Florida
$403K -$442K -18,259 -52%
KA
148
Kovack Advisors
Florida
$399K +$404K +16,678 New
TA
149
TFB Advisors
Kansas
$363K -$18.5K -765 -5%
MWM
150
Modern Wealth Management
Kansas
$357K +$362K +14,943 New
4 5
6
7 8

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.