First Trust Global Tactical Commodity Strategy Fund
FTGC
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.
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: 279 → 273 (-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: 13 → 11 (-2)
48% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$137M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$14.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.6M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$9.18M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$61M |
| 2 |
Jane Street
New York
|
-$15.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.6M |
| 4 |
LPL Financial
San Diego,
California
|
-$13.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NRG
301
Nemes Rush Group
Novi,
Michigan
| – | -$29.5K | -1,296 | Closed |
|
|
NFSG
302
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$25.9K | -1,136 | Closed |
|
303
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$24.1K | -1,060 | Closed |
|
|
CWA
304
Clearview Wealth Advisors
Salem,
Oregon
| – | -$14.4K | -632 | Closed |
|
|
BTI
305
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6K | -246 | Closed |
|
|
VF
306
VitalStone Financial
Shavano Park,
Texas
| – | -$4K | -187 | Closed |
|
|
HS
307
Horan Securities
Cincinnati,
United States
| – | -$2.05K | -90 | 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.