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First Trust Global Tactical Commodity Strategy Fund
FTGC

Overview Fund Activity

271 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 27 funds opening new positions, 74 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-7
Holders Change %
-2.52%
% of All Funds
4.32%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
27
Increased
74
Reduced
141
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$772M
2
IA
2
IFP Advisors
Florida
$15.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$44.8M
4
CWP
4
Cyndeo Wealth Partners
Florida
$12.5M
5
Truist Financial
5
Truist Financial
North Carolina
$8.46M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$215M
2
Jane Street
2
Jane Street
New York
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$87.8M
4
LPL Financial
4
LPL Financial
California
$97M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$10.8M +$195K +8,133 +2%
AWS
27
Atria Wealth Solutions
New York
$10.6M -$955K -39,782 -8%
PWA
28
PCG Wealth Advisors
Kansas
$9.14M +$472K +19,668 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.98M +$384K +16,000 +4%
Truist Financial
30
Truist Financial
North Carolina
$8.46M +$4.13M +172,069 +95%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$7.66M -$13.7K -570 -0.2%
SWM
32
Shelton Wealth Management
Texas
$7.59M +$159K +6,616 +2%
Citigroup
33
Citigroup
New York
$7.1M +$151K +6,272 +2%
WGCA
34
Wolf Group Capital Advisors
Virginia
$6.42M +$86.5K +3,605 +1%
HighTower Advisors
35
HighTower Advisors
Illinois
$6.38M +$62K +2,587 +1%
DWM
36
Darwin Wealth Management
Florida
$6.12M -$16.5K -687 -0.3%
FAIM
37
Financial Advocates Investment Management
Washington
$5.95M +$99.2K +4,132 +2%
MFG
38
Mainsail Financial Group
Washington
$5.94M -$264K -11,068 -4%
TC
39
TAP Consulting
Missouri
$5.82M +$157K +6,521 +3%
CS
40
Comerica Securities
Michigan
$5.71M +$103K +4,307 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$5.67M +$22.3K +928 +0.4%
CWA
42
Choice Wealth Advisors
Maine
$5.6M -$11.4K -477 -0.2%
AWM
43
AE Wealth Management
Kansas
$5.58M -$91.1K -3,794 -2%
AAS
44
Ameritas Advisory Services
Nebraska
$4.92M +$3.1M +129,190 +171%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$4.79M -$10M -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 +$66K +2,750 +1%
SFS
48
Solitude Financial Services
Virginia
$4.61M -$213K -8,878 -4%
BRWA
49
B. Riley Wealth Advisors
Florida
$4.59M -$264K -11,017 -5%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$4.55M -$312K -12,985 -6%
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