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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
HH
151
Hilltop Holdings
Texas
$355K -$87.1K -3,595 -20%
CCAL
152
City Center Advisors LLC
Michigan
$351K – – –
LWMI
153
Landmark Wealth Management (Illinois)
Illinois
$340K +$344K +14,214 New
AA
154
Axiom Advisory
California
$338K +$338K +13,958 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$332K +$72.5K +2,995 +27%
AssetMark Inc
156
AssetMark Inc
California
$324K +$66.7K +2,756 +26%
MOS
157
MGO One Seven
Ohio
$320K +$12.3K +507 +4%
LCM
158
Lunt Capital Management
Utah
$315K -$59.2K -2,444 -16%
NWMG
159
National Wealth Management Group
Ohio
$312K -$217K -8,971 -41%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$311K -$76.8K -3,171 -20%
Mariner
161
Mariner
Kansas
$292K -$436 -18 -0.1%
AP
162
Americana Partners
Texas
$280K -$7.68K -317 -3%
WS
163
Wedbush Securities
California
$276K -$25.2K -1,040 -8%
ICP
164
Interchange Capital Partners
Pennsylvania
$276K -$75.4K -3,115 -21%
SW
165
StrongBox Wealth
Missouri
$270K – – –
CAC
166
Certified Advisory Corp
Florida
$265K +$269K +11,096 New
FHA
167
Flagship Harbor Advisors
Massachusetts
$263K -$101K -4,186 -28%
PMFA
168
Plante Moran Financial Advisors
Michigan
$259K – – –
Citadel Advisors
169
Citadel Advisors
Florida
$258K -$122K -5,040 -32%
NWM
170
Northwest Wealth Management
Iowa
$256K -$18.3K -756 -7%
MBFW
171
Morton Brown Family Wealth
Pennsylvania
$250K -$14.9K -614 -5%
GWP
172
Gateway Wealth Partners
Wisconsin
$248K -$27.1K -1,120 -10%
FIA
173
Foundations Investment Advisors
Arizona
$246K -$3.34M -138,082 -93%
AFAS
174
Acorn Financial Advisory Services
Virginia
$242K -$221K -9,132 -47%
CWM
175
Cornerstone Wealth Management
Missouri
$237K +$702 +29 +0.3%
5 6
7
8 9

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.