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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
201
Avior Wealth Management
Nebraska
$150K +$2.35K +102 +2%
FGAM
202
Financial Gravity Asset Management
Texas
$141K +$84.1K +3,650 +151%
HGERS
203
Householder Group Estate & Retirement Specialist
Arizona
$132K -$120K -5,212 -48%
SOS
204
Silver Oak Securities
Tennessee
$126K -$471K -20,450 -79%
TSWM
205
Tyler-Stone Wealth Management
Ohio
$108K
US Bancorp
206
US Bancorp
Minnesota
$78.8K +$8.43K +366 +12%
AAG
207
Accordant Advisory Group
Maryland
$77.2K +$75K +3,255 New
VAG
208
VisionPoint Advisory Group
Texas
$76.5K -$1.6M -69,361 -96%
SS
209
Sunbelt Securities
Texas
$69.7K +$461 +20 +0.7%
BBHC
210
Brown Brothers Harriman & Co
New York
$67K +$65K +2,824 New
DF
211
Dunhill Financial
United Kingdom
$62.7K -$5.55K -241 -8%
PTC
212
Private Trust Company
Ohio
$59.6K -$20.8K -904 -26%
ACM
213
Anfield Capital Management
California
$54.4K +$52.8K +2,292 New
HIA
214
Harbor Investment Advisory
Maryland
$50K +$23 +1 +0%
LFG
215
Larson Financial Group
Missouri
$41.3K +$553 +24 +1%
RFA
216
Register Financial Advisors
Georgia
$40.7K +$39.5K +1,714 New
KFI
217
Key Financial Inc
Pennsylvania
$37.7K -$6.91K -300 -16%
IGWM
218
ICA Group Wealth Management
Colorado
$37.4K -$5.18K -225 -13%
T
219
Tidemark
California
$35.1K +$737 +32 +2%
AF
220
Advisornet Financial
Minnesota
$34.2K +$31.7K +1,375 +2,022%
JP Morgan Chase
221
JP Morgan Chase
New York
$32.1K +$15.7K +682 +102%
AA
222
AlphaMark Advisors
Kentucky
$30K -$31.1K -1,350 -51%
BC
223
Barrett & Company
Rhode Island
$28.9K +$207 +9 +0.7%
NA
224
Nordwand Advisors
Pennsylvania
$28.1K
SSB
225
Sandy Spring Bank
Maryland
$24.3K

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.