We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund

311 hedge funds and large institutions have $3.35B invested in First Trust Global Tactical Commodity Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 167 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,080% more call options, than puts

Call options by funds: $359K | Put options by funds: $5K

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

135% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 71

30% more funds holding in top 10

Funds holding in top 10: 2735 (+8)

10% more funds holding

Funds holding: 282311 (+29)

7% more capital invested

Capital invested by funds: $3.12B → $3.35B (+$228M)

1.4% less ownership

Funds ownership: 74.86%73.46% (-1.4%)

Holders
311
Holders Change
+29
Holders Change %
+10.28%
% of All Funds
5.24%
Holding in Top 10
35
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+29.63%
% of All Funds
0.59%
New
54
Increased
167
Reduced
71
Closed
22
Calls
$359K
Puts
$5K
Net Calls
+$354K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$599M +$53.1M +1,831,525 +9%
Wells Fargo
2
Wells Fargo
California
$442M +$13.9M +478,747 +3%
LPL Financial
3
LPL Financial
California
$239M -$5.39M -185,665 -2%
UBS Group
4
UBS Group
Switzerland
$208M +$34.6M +1,193,785 +18%
First Trust Advisors
5
First Trust Advisors
Illinois
$152M +$26.1M +898,373 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$123M -$2.45M -84,431 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$81.9M +$13.1M +451,904 +17%
Stifel Financial
8
Stifel Financial
Missouri
$56.1M +$3.99M +137,528 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$50.8M +$15M +515,860 +37%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$48.6M +$14.4M +496,273 +38%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$47.3M +$4.03M +139,088 +9%
AP
12
Atwood & Palmer
Missouri
$46.3M +$4.96K +171 +0%
KAS
13
Kestra Advisory Services
Texas
$43.5M +$18.8M +647,808 +66%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$37.1M +$9.86M +339,786 +32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$36.5M +$5.08M +175,038 +15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$36.2M +$12.5M +430,321 +49%
RJA
17
Raymond James & Associates
Florida
$34.1M +$3.67M +126,580 +11%
Truist Financial
18
Truist Financial
North Carolina
$31.2M +$7.02M +242,028 +26%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$28.3M +$18.6M +640,296 +153%
CAN
20
Cetera Advisor Networks
California
$28M +$9.82M +338,608 +48%
GLA
21
Good Life Advisors
Pennsylvania
$26.2M +$246K +8,491 +0.9%
AWS
22
Atria Wealth Solutions
New York
$25.7M +$5.93M +204,442 +27%
ODFS
23
O'Donnell Financial Services
California
$25.6M +$11.2M +384,793 +67%
KCM
24
Karp Capital Management
California
$23.5M +$10.3K +354 +0%
IA
25
IFP Advisors
Florida
$23.2M

FTGC Hedge Fund Activity: Q2 2022 in Review

311 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2022, worth a combined $3.35B — up 7.3% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FTGC positions and 22 closed out — a net gain of 32 holders — while 167 added to existing stakes and 71 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.1M. The largest seller was Del-Sette Capital Management, exiting entirely with an estimated $11.4M sold.

  • 311 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2022, up from 282 in Q1 2022.
  • Funds reported $3.35B of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 54 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2022 and 22 closed out, a net change of +32 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2022 was Morgan Stanley, an estimated $53.1M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2022 was Del-Sette Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2022.