FTGC Institutional Ownership
First Trust Global Tactical Commodity Strategy Fund
1W: -1.1%
1M: -1.6%
3M: +10.3%
YTD: +32.0%
1Y: +36.9%
3Y: +55.6%
5Y: +90.8%
$30.65
-0.11 (-0.37%)
Weekly Expected Move ±1.4%
$30
$30
$31
$31
$32
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — FTGC
310
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
33
New Positions
122
Increased
122
Reduced
36
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (323 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 21,763,134 | $667M | -62,524 | -0.3% | 49Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,562,312 | $324M | +31,238 | +0.3% | 50Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 7,478,012 | $229M | +6,715,450 | +880.6% | 45Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 5,466,281 | $168M | +4,893,533 | +854.4% | 26Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,295,649 | $101M | -41,118 | -1.2% | 50Q | SEC ↗ |
| 6 | UBS Group AG | 1,672,607 | $51M | +224,477 | +15.5% | 47Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 1,617,836 | $50M | +50,305 | +3.2% | 50Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,415,450 | $43M | +338,483 | +31.4% | 7Q | SEC ↗ |
| 9 | STOCK YARDS BANK & TRUST CO | 1,387,044 | $43M | +61,043 | +4.6% | 4Q | SEC ↗ |
| 10 | Cyndeo Wealth Partners, LLC | 1,157,535 | $35M | +24,786 | +2.2% | 15Q | SEC ↗ |
| 11 | Modern Wealth Management, LLC NEW | 971,639 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 12 | &PARTNERS | 965,395 | $30M | +248,089 | +34.6% | 10Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 932,402 | $29M | +211,153 | +29.3% | 20Q | SEC ↗ |
| 14 | Csenge Advisory Group | 901,297 | $28M | +48,468 | +5.7% | 34Q | SEC ↗ |
| 15 | Dunhill Financial, LLC | 782,279 | $24M | +217,501 | +38.5% | 11Q | SEC ↗ |
| 16 | FIRST TRUST ADVISORS LP | 756,891 | $23M | +623,850 | +468.9% | 6Q | SEC ↗ |
| 17 | OVERSEA-CHINESE BANKING Corp Ltd | 719,100 | $22M | -392,200 | -35.3% | 2Q | SEC ↗ |
| 18 | Carrera Capital Advisors | 690,192 | $21M | -372,772 | -35.1% | 7Q | SEC ↗ |
| 19 | Financial Enhancement Group LLC | 666,514 | $20M | +186,572 | +38.9% | 33Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 648,635 | $20M | -10,235 | -1.6% | 24Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 591,708 | $18M | +119,396 | +25.3% | 21Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 589,983 | $18M | -132,584 | -18.3% | 34Q | SEC ↗ |
| 23 | Valmark Advisers, Inc. | 580,543 | $18M | -38,956 | -6.3% | 17Q | SEC ↗ |
| 24 | HighPoint Advisor Group LLC | 574,445 | $18M | -31,526 | -5.2% | 3Q | SEC ↗ |
| 25 | Bison Wealth, LLC | 498,160 | $15M | +17,784 | +3.7% | 3Q | SEC ↗ |
| 26 | Envestnet Portfolio Solutions, Inc. NEW | 470,207 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 27 | My Portfolio Guide, LLC NEW | 401,156 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Cooper Financial Group NEW | 386,464 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Capital Asset Advisory Services LLC | 382,602 | $12M | +37,125 | +10.7% | 12Q | SEC ↗ |
| 30 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 377,555 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Solitude Financial Services | 338,563 | $10M | +2,227 | +0.7% | 18Q | SEC ↗ |
| 32 | PSI Advisors, LLC | 324,348 | $10M | +4,527 | +1.4% | 2Q | SEC ↗ |
| 33 | StoneX Group Inc. NEW | 324,087 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Summit Financial, LLC | 320,040 | $10M | -109 | -0.0% | 4Q | SEC ↗ |
| 35 | Petix & Botte Co | 316,406 | $10M | -14,601 | -4.4% | 14Q | SEC ↗ |
| 36 | LexAurum Advisors, LLC | 283,090 | $9M | -72,045 | -20.3% | 2Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 280,803 | $9M | +17,993 | +6.8% | 20Q | SEC ↗ |
| 38 | ARVEST INVESTMENTS, INC. | 280,704 | $9M | -95,956 | -25.5% | 11Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 274,403 | $8M | +90,145 | +48.9% | 21Q | SEC ↗ |
| 40 | Mainsail Financial Group, LLC | 269,735 | $8M | +43,024 | +19.0% | 15Q | SEC ↗ |
| 41 | Gladstone Institutional Advisory LLC | 268,950 | $8M | +401 | +0.1% | 21Q | SEC ↗ |
| 42 | Prospera Financial Services Inc | 263,865 | $8M | +54,729 | +26.2% | 22Q | SEC ↗ |
| 43 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 259,032 | $8M | +81,617 | +46.0% | 2Q | SEC ↗ |
| 44 | W1M Asset Management Ltd | 251,724 | $8M | +13,905 | +5.8% | 3Q | SEC ↗ |
| 45 | USAdvisors Wealth Management, LLC NEW | 248,626 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 227,959 | $7M | -168,176 | -42.5% | 15Q | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 218,676 | $7M | +29,702 | +15.7% | 22Q | SEC ↗ |
| 48 | ABLE Financial Group, LLC | 213,091 | $7M | +6,253 | +3.0% | 14Q | SEC ↗ |
| 49 | Chicago Wealth Management, Inc. | 210,441 | $6M | +2,246 | +1.1% | 2Q | SEC ↗ |
| 50 | HFG Wealth Management, LLC | 205,361 | $6M | -287,743 | -58.4% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 971,639 | $30M |
| Envestnet Portfolio Solutions, Inc. | 470,207 | $14M |
| My Portfolio Guide, LLC | 401,156 | $12M |
| Cooper Financial Group | 386,464 | $12M |
| AXXCESS WEALTH MANAGEMENT, LLC | 377,555 | $12M |
| StoneX Group Inc. | 324,087 | $10M |
| USAdvisors Wealth Management, LLC | 248,626 | $8M |
| Coppell Advisory Solutions LLC | 127,679 | $4M |
| FWG Holdings, LLC | 103,112 | $3M |
| Milestones Private Investment Advis | 82,589 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 46,569 | $1M |
| Global Assets Advisory, LLC | 34,446 | $1M |
| PUFF WEALTH MANAGEMENT, LLC | 20,484 | $628K |
| Qube Research & Technologies Ltd | 15,050 | $461K |
| World Investment Advisors | 14,321 | $439K |
| HBW ADVISORY SERVICES LLC | 13,951 | $428K |
| Bleakley Financial Group, LLC | 12,752 | $391K |
| Smallwood Wealth Investment Managem | 11,992 | $368K |
| Global Retirement Partners, LLC | 10,704 | $328K |
| White Wing Wealth Management | 9,199 | $282K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Choice Wealth Advisors LLC | 291,759 | $9M |
| NewSquare Capital LLC | 285,877 | $9M |
| Clear Creek Financial Management, L | 161,648 | $5M |
| Ethos Financial Group, LLC | 147,561 | $5M |
| WIN ADVISORS, INC | 127,600 | $4M |
| Quadrature Capital Ltd | 118,384 | $4M |
| Avestar Capital, LLC | 103,448 | $3M |
| PARR MCKNIGHT WEALTH MANAGEMENT GRO | 90,635 | $3M |
| Moment Partners, LLC | 84,602 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 48,600 | $1M |
| DAVENPORT & Co LLC | 48,529 | $1M |
| STEPHENS INC /AR | 29,296 | $898K |
| Concorde Asset Management, LLC | 28,922 | $886K |
| CITADEL ADVISORS LLC | 24,046 | $737K |
| Lunt Capital Management, Inc. | 23,073 | $707K |
| Belpointe Asset Management LLC | 20,743 | $636K |
| Strategic Financial Concepts, LLC | 14,987 | $459K |
| TFB Advisors LLC | 13,868 | $425K |
| CALTON & ASSOCIATES, INC. | 12,105 | $371K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 9,745 | $299K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +6,715,450 | +880.6% | 7,478,012 |
| OSAIC HOLDINGS, INC. | +4,893,533 | +854.4% | 5,466,281 |
| FIRST TRUST ADVISORS LP | +623,850 | +468.9% | 756,891 |
| RAYMOND JAMES FINANCIAL INC | +338,483 | +31.4% | 1,415,450 |
| &PARTNERS | +248,089 | +34.6% | 965,395 |
| UBS Group AG | +224,477 | +15.5% | 1,672,607 |
| Dunhill Financial, LLC | +217,501 | +38.5% | 782,279 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +211,153 | +29.3% | 932,402 |
| Financial Enhancement Group LLC | +186,572 | +38.9% | 666,514 |
| CreativeOne Wealth, LLC | +168,423 | +474.2% | 203,939 |
| Cetera Investment Advisers | +119,396 | +25.3% | 591,708 |
| D.A. DAVIDSON & CO. | +90,145 | +48.9% | 274,403 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | +81,617 | +46.0% | 259,032 |
| MGO ONE SEVEN LLC | +78,115 | +192.7% | 118,648 |
| Ameritas Advisory Services, LLC | +73,667 | +76.3% | 170,168 |
| Orion Porfolio Solutions, LLC | +70,011 | +91.4% | 146,629 |
| STOCK YARDS BANK & TRUST CO | +61,043 | +4.6% | 1,387,044 |
| Prospera Financial Services Inc | +54,729 | +26.2% | 263,865 |
| ROYAL BANK OF CANADA | +50,305 | +3.2% | 1,617,836 |
| Csenge Advisory Group | +48,468 | +5.7% | 901,297 |