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First Trust Global Tactical Commodity Strategy Fund

273 hedge funds and large institutions have $1.99B invested in First Trust Global Tactical Commodity Strategy Fund in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $1.92B → $1.99B (+$66.9M)

0.04% more ownership

Funds ownership: 74.03%74.07% (+0.04%)

2% less funds holding

Funds holding: 279273 (-6)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

48% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 142

Holders
273
Holders Change
-6
Holders Change %
-2.15%
% of All Funds
4.33%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
28
Increased
74
Reduced
142
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$69.4K -$3.45K -143 -5%
AA
227
AlphaMark Advisors
Kentucky
$69K -$59.2K -2,450 -46%
HNB
228
Huntington National Bank
Ohio
$65.8K
Bank of America
229
Bank of America
North Carolina
$60.9K -$2.99K -124 -5%
TIM
230
Thompson Investment Management
Wisconsin
$55.6K -$48 -2 -0.1%
HIA
231
Harbor Investment Advisory
Maryland
$50.7K -$2.66K -110 -5%
LFG
232
Larson Financial Group
Missouri
$49.3K
BBPWM
233
Blue Bell Private Wealth Management
Pennsylvania
$48K -$24.1K -1,000 -33%
CSPIA
234
Cary Street Partners Investment Advisory
Virginia
$47.6K
Loomis, Sayles & Company
235
Loomis, Sayles & Company
Massachusetts
$46K -$82.8K -3,431 -64%
SSB
236
Sandy Spring Bank
Maryland
$42.6K +$18.2K +752 +73%
KFI
237
Key Financial Inc
Pennsylvania
$38.2K
TFGT
238
TS Financial Group (TSFG)
Illinois
$29K +$241 +10 +0.8%
BC
239
Barrett & Company
Rhode Island
$28.7K +$217 +9 +0.8%
NA
240
Nordwand Advisors
Pennsylvania
$28.4K
CAS
241
Coppell Advisory Solutions
Texas
$27.4K +$12.4K +513 +85%
SWM
242
Sanctuary Wealth Management
Idaho
$22.9K
JP Morgan Chase
243
JP Morgan Chase
New York
$20.9K +$21.1K +872 New
RWPA
244
Richard W. Paul & Associates
Michigan
$19.3K -$1.38K -57 -7%
CAL
245
Capital Analysts LLC
Pennsylvania
$19K -$2.32K -96 -11%
AF
246
Allworth Financial
California
$18.9K +$9.34K +387 +97%
BBHC
247
Brown Brothers Harriman & Co
New York
$17.8K +$17.9K +740 New
CP
248
Castleview Partners
Texas
$15.4K +$797 +33 +5%
GI
249
Gradient Investments
Minnesota
$14.9K
APC
250
Aspire Private Capital
North Carolina
$14.9K +$2K +83 +15%

FTGC Hedge Fund Activity: Q3 2023 in Review

273 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2023, worth a combined $1.99B — up 3.5% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FTGC and 28 opened new positions — a net loss of 5 holders — while 142 trimmed existing stakes and 74 added.

The largest buyer was Wells Fargo, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $61M.

  • 273 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2023, down from 279 in Q2 2023.
  • Funds reported $1.99B of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2023, up 3.5% quarter-over-quarter.
  • 28 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2023 and 33 closed out, a net change of -5 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2023 was Wells Fargo, an estimated $137M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2023 was Morgan Stanley, an estimated $61M sold.

Based on aggregated 13F filings for Q3 2023.