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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
SCA
151
Snowden Capital Advisors
New York
$428K -$14.6K -635 -3%
Creative Planning
152
Creative Planning
Kansas
$425K +$17.9K +777 +5%
JWCA
153
J.W. Cole Advisors
Florida
$418K -$86.6K -3,759 -18%
DWP
154
Daymark Wealth Partners
Ohio
$412K -$3.89K -169 -1%
GWM
155
GDS Wealth Management
Texas
$387K -$293K -12,705 -44%
WCFA
156
Walkner Condon Financial Advisors
Wisconsin
$384K -$1.7M -73,930 -82%
TA
157
TFB Advisors
Kansas
$377K -$29.1K -1,265 -7%
Citadel Advisors
158
Citadel Advisors
Florida
$376K +$365K +15,836 New
LCM
159
Lunt Capital Management
Utah
$370K -$81.4K -3,534 -18%
FHA
160
Flagship Harbor Advisors
Massachusetts
$360K -$128K -5,561 -27%
ICP
161
Interchange Capital Partners
Pennsylvania
$353K -$453K -19,664 -57%
CCAL
162
City Center Advisors LLC
Michigan
$351K +$341K +14,810 New
BBA
163
Braun-Bostich & Associates
Pennsylvania
$350K -$148K -6,441 -30%
GRP
164
Global Retirement Partners
California
$349K +$4.61K +200 +1%
First Trust Advisors
165
First Trust Advisors
Illinois
$331K -$118M -5,129,323 -100%
SW
166
Simplicity Wealth
New Jersey
$328K +$319K +13,844 New
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$315K +$207K +8,986 +209%
HFP
168
Holistic Financial Partners
Indiana
$313K -$41.4K -1,799 -12%
MOS
169
MGO One Seven
Ohio
$306K -$2.88K -125 -1%
WS
170
Wedbush Securities
California
$298K -$81.9K -3,556 -22%
DC
171
Davenport & Co
Virginia
$294K -$176K -7,635 -38%
CAM
172
Creekmur Asset Management
Illinois
$293K -$280K -12,136 -50%
CA
173
Crumly & Associates
Illinois
$293K -$4.26M -185,041 -94%
Mariner
174
Mariner
Kansas
$290K -$306K -13,307 -52%
AP
175
Americana Partners
Texas
$285K +$10.8K +468 +4%
5 6
7
8 9

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.