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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
VA
26
Valmark Advisers
Ohio
$10.8M +$196K +8,133 +2%
AWS
27
Atria Wealth Solutions
New York
$10.6M -$961K -39,782 -8%
PWA
28
PCG Wealth Advisors
Kansas
$9.14M +$475K +19,668 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.98M +$386K +16,000 +4%
Truist Financial
30
Truist Financial
North Carolina
$8.46M +$4.15M +172,069 +95%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$7.66M -$13.8K -570 -0.2%
SWM
32
Shelton Wealth Management
Texas
$7.59M +$160K +6,616 +2%
Citigroup
33
Citigroup
New York
$7.1M +$151K +6,272 +2%
WGCA
34
Wolf Group Capital Advisors
Virginia
$6.42M +$87K +3,605 +1%
HighTower Advisors
35
HighTower Advisors
Illinois
$6.38M +$62.5K +2,587 +1%
DWM
36
Darwin Wealth Management
Florida
$6.12M -$16.6K -687 -0.3%
FAIM
37
Financial Advocates Investment Management
Washington
$5.95M +$99.8K +4,132 +2%
MFG
38
Mainsail Financial Group
Washington
$5.94M -$267K -11,068 -4%
TC
39
TAP Consulting
Missouri
$5.82M +$157K +6,521 +3%
CS
40
Comerica Securities
Michigan
$5.71M +$104K +4,307 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$5.67M +$22.4K +928 +0.4%
CWA
42
Choice Wealth Advisors
Maine
$5.6M -$11.5K -477 -0.2%
AWM
43
AE Wealth Management
Kansas
$5.58M -$91.6K -3,794 -2%
AAS
44
Ameritas Advisory Services
Nebraska
$4.92M +$3.12M +129,190 +171%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$4.79M -$9.67M -400,475 -68%
IWA
46
Inspirion Wealth Advisors
Illinois
$4.64M -$1.43M -59,392 -24%
WIM
47
Waverton Investment Management
United Kingdom
$4.61M +$66.4K +2,750 +1%
SFS
48
Solitude Financial Services
Virginia
$4.61M -$214K -8,878 -4%
BRWA
49
B. Riley Wealth Advisors
Florida
$4.59M -$266K -11,017 -5%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$4.55M -$314K -12,985 -6%

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.