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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
MA
276
MJP Associates
Connecticut
-$2.53M -111,305 Closed
AO
277
Advisor OS
Illinois
-$2.07M -90,858 Closed
VAS
278
Vestmark Advisory Solutions
Massachusetts
-$1.95M -85,853 Closed
AI
279
Atria Investments
North Carolina
-$1.91M -83,667 Closed
FTUS
280
Flow Traders U.S.
New York
-$1.06M -46,547 Closed
BBA
281
Braun-Bostich & Associates
Pennsylvania
-$714K -31,346 Closed
AC
282
AIFG Consultants
New York
-$623K -27,348 Closed
Brown Advisory
283
Brown Advisory
Maryland
-$575K -25,260 Closed
CW
284
CreativeOne Wealth
Kansas
-$478K -20,983 Closed
AWA
285
Arete Wealth Advisors
Illinois
-$447K -19,613 Closed
KCFA
286
Key Client Fiduciary Advisors
New Jersey
-$318K -13,950 Closed
WAP
287
Wealthcare Advisory Partners
Pennsylvania
-$312K -13,690 Closed
JCM
288
Jacobi Capital Management
Pennsylvania
-$299K -13,135 Closed
SFPG
289
Stonebridge Financial Planning Group
Florida
-$287K -12,590 Closed
GVAG
290
Great Valley Advisor Group
Delaware
-$282K -12,364 Closed
MFG
291
Merit Financial Group
Georgia
-$247K -10,828 Closed
BA
292
Ballew Advisors
Mississippi
-$242K -10,440 Closed
Vontobel Holding
293
Vontobel Holding
Switzerland
-$230K -10,107 Closed
PWP
294
Pursue Wealth Partners
California
-$228K -10,000 Closed
QPW
295
Quantum Private Wealth
Florida
-$226K -9,917 Closed
CCM
296
Coldstream Capital Management
Washington
-$219K -9,598 Closed
CIAS
297
Capital Investment Advisory Services
North Carolina
-$217K -9,515 Closed
TFS
298
Thoroughbred Financial Services
Tennessee
-$215K -9,460 Closed
KIA
299
Kraematon Investment Advisors
Massachusetts
-$211K -9,282 Closed
IGWM
300
ICA Group Wealth Management
Colorado
-$69.6K -3,055 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.