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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
EWA
251
EverSource Wealth Advisors
Alabama
$13.6K -$3.38K -140 -20%
DFA
252
DHJJ Financial Advisors
Illinois
$12.7K +$12.8K +530 New
WT
253
Washington Trust
Rhode Island
$12.2K
ATC
254
Adirondack Trust Company
New York
$12.1K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$11.7K +$1.3K +54 +12%
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K
TWM
257
Tradition Wealth Management
Minnesota
$9K
HCM
258
Hollencrest Capital Management
California
$7.2K
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$7.1K +$7.15K +296 New
PCM
260
Penserra Capital Management
California
$7K +$7.12K +295 New
TFA
261
Transamerica Financial Advisors
Florida
$6K -$5.17K -214 -50%
LJHT
262
Laurie J. Hall Trustee
$6K +$6.28K +260 New
TCM
263
TD Capital Management
Tennessee
$5.18K +$48 +2 +0.9%
GIA
264
GHP Investment Advisors
Colorado
$2.77K
IPW
265
Impact Partnership Wealth
Georgia
$2.4K -$5.05K -209 -68%
BSB
266
Bangor Savings Bank
Maine
$2.26K +$2.27K +94 New
HCP
267
Hexagon Capital Partners
Arkansas
$1.66K
AF
268
Advisornet Financial
Minnesota
$1.63K
CFD
269
Creative Financial Designs
Indiana
$1.44K
PG
270
Proffitt & Goodson
Tennessee
$1.15K
RMC
271
Resources Management Corp
Connecticut
$1K
TRCT
272
Tower Research Capital (TRC)
New York
$864 -$1.4K -58 -62%
FIM
273
FWL Investment Management
Texas
$168 +$169 +7 New
Fidelity Investments
274
Fidelity Investments
Massachusetts
$48 -$338 -14 -88%
PFG
275
Prosperity Financial Group
California
-$2.7M -118,465 Closed

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.