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First Trust Global Tactical Commodity Strategy Fund

298 hedge funds and large institutions have $2.98B invested in First Trust Global Tactical Commodity Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 73.46%74.11% (+0.65%)

4% less funds holding

Funds holding: 311298 (-13)

11% less capital invested

Capital invested by funds: $3.35B → $2.98B (-$375M)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

23% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 40

26% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 139

Holders
298
Holders Change
-13
Holders Change %
-4.18%
% of All Funds
5.13%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.5%
New
31
Increased
103
Reduced
139
Closed
40
Calls
$65K
Puts
Net Calls
+$65K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$17.4M +$8.92M +337,067 +96%
KCM
27
Karp Capital Management
California
$16.1M -$6.42M -242,463 -28%
CA
28
Crumly & Associates
Illinois
$15.6M +$3.09M +116,623 +23%
PAG
29
Private Advisor Group
New Jersey
$14.2M -$7.37M -278,572 -33%
PFS
30
Prospera Financial Services
Texas
$14.1M -$2.38M -89,887 -14%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$13.5M +$3.37M +127,222 +31%
GWM
32
GDS Wealth Management
Texas
$13.1M +$3.36M +127,135 +33%
CAG
33
Csenge Advisory Group
Florida
$11.9M +$945K +35,703 +8%
MA
34
Mutual Advisors
Nebraska
$11.6M +$292K +11,029 +2%
LWAC
35
Laurel Wealth Advisors (California)
California
$11.6M +$2.76M +104,383 +30%
HI
36
Harbour Investments
Wisconsin
$11.5M
Baird Financial Group
37
Baird Financial Group
Wisconsin
$11.1M -$16.4M -620,328 -59%
SPIA
38
Steward Partners Investment Advisory
New York
$10.7M +$2.67M +100,873 +32%
VA
39
Valmark Advisers
Ohio
$10.4M +$484K +18,303 +5%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$10.1M -$2.12M -80,067 -17%
SI
41
Stephens Inc
Arkansas
$9.58M -$38.4K -1,453 -0.4%
OC
42
Oppenheimer & Co
New York
$9.36M -$1.47M -55,558 -13%
HighTower Advisors
43
HighTower Advisors
Illinois
$8.88M +$2.29M +86,481 +33%
PBF
44
Petix & Botte Financial
California
$8.73M +$8.52K +322 +0.1%
MML Investors Services
45
MML Investors Services
Massachusetts
$8.58M +$302K +11,402 +3%
Jane Street
46
Jane Street
New York
$8.05M -$7.31M -276,272 -47%
IWA
47
Inspirion Wealth Advisors
Illinois
$7.93M +$871K +32,917 +12%
AFM
48
Andesa Financial Management
Pennsylvania
$7.77M +$3.88M +146,679 +92%
AWA
49
Arkadios Wealth Advisors
Georgia
$7.21M +$551K +20,818 +8%
AWM
50
AE Wealth Management
Kansas
$7.09M -$8.71M -329,271 -54%

FTGC Hedge Fund Activity: Q3 2022 in Review

298 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2022, worth a combined $2.98B — down 11% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FTGC and 31 opened new positions — a net loss of 9 holders — while 139 trimmed existing stakes and 103 added.

The largest buyer was Wells Fargo, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 298 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2022, down from 311 in Q2 2022.
  • Funds reported $2.98B of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2022, down 11% quarter-over-quarter.
  • 31 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2022 and 40 closed out, a net change of -9 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2022 was Wells Fargo, an estimated $224M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2022 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2022.