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First Trust Global Tactical Commodity Strategy Fund

106 hedge funds and large institutions have $581M invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

282% more capital invested

Capital invested by funds: $152M → $581M (+$429M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

68% more funds holding

Funds holding: 63106 (+43)

7.02% more ownership

Funds ownership: 63.73%70.75% (+7%)

Holders
106
Holders Change
+43
Holders Change %
+68.25%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
51
Increased
43
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$134M +$107M +5,177,746 +430%
Wells Fargo
2
Wells Fargo
California
$116M +$85.5M +4,117,714 +292%
UBS Group
3
UBS Group
Switzerland
$52.2M +$43.5M +2,097,018 +531%
LPL Financial
4
LPL Financial
California
$38M +$8.99M +433,191 +31%
AP
5
Atwood & Palmer
Missouri
$25.4M +$25.1M +1,210,900 New
Stifel Financial
6
Stifel Financial
Missouri
$16.7M +$11.1M +536,998 +205%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.4M +$10.5M +504,284 +570%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.4M +$3.29M +158,746 +41%
BFA
9
Beaumont Financial Advisors
Massachusetts
$10.1M +$9.97M +480,366 New
RJA
10
Raymond James & Associates
Florida
$9.84M +$9.06M +436,535 +1,304%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.07M +$7.01M +337,731 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.5M +$5.7M +274,647 +769%
CAG
13
Csenge Advisory Group
Florida
$6.32M +$275K +13,238 +5%
LWAC
14
Laurel Wealth Advisors (California)
California
$5.85M +$5.8M +279,386 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.6M +$2.61M +125,699 +89%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.41M +$3.25M +156,716 +154%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.4M +$1.95M +94,087 +57%
KCM
18
Karp Capital Management
California
$5.02M +$393K +18,959 +9%
IA
19
IFP Advisors
Florida
$4.78M +$4.73M +227,930 +118,714%
SMF
20
Sterling Manor Financial
New York
$4.39M +$4.35M +209,797 New
FIM
21
FWL Investment Management
Texas
$4.28M +$4.24M +204,468 New
FS
22
Ferguson Shapiro
Georgia
$4.11M +$4.07M +196,216 New
NFG
23
Norris Financial Group
South Carolina
$3.94M +$3.9M +188,016 New
AWM
24
AllSquare Wealth Management
New York
$3.92M -$11.3K -544 -0.3%
CS
25
Comerica Securities
Michigan
$3.88M +$1.74M +83,823 +83%

FTGC Hedge Fund Activity: Q1 2021 in Review

106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2021, worth a combined $581M — up 282% from $152M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FTGC positions and 8 closed out — a net gain of 43 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Bank of America, cutting an estimated $828K.

  • 106 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $581M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2021, up 282% quarter-over-quarter.
  • 51 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2021 and 8 closed out, a net change of +43 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2021 was Morgan Stanley, an estimated $107M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2021 was Bank of America, an estimated $828K sold.

Based on aggregated 13F filings for Q1 2021.