We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund

271 hedge funds and large institutions have $2.01B invested in First Trust Global Tactical Commodity Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.12% more ownership

Funds ownership: 74.07%83.19% (+9.1%)

1% more capital invested

Capital invested by funds: $1.99B → $2.01B (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 273271 (-2)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

57% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 146

Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
39
Increased
63
Reduced
146
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.27M -$5.69M -244,117 -43%
CAN
27
Cetera Advisor Networks
California
$7.24M -$5.22M -223,992 -41%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$7.09M -$1.36M -58,294 -16%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$6.89M -$282K -12,097 -4%
RJA
30
Raymond James & Associates
Florida
$6.53M -$4.9M -210,069 -42%
PWA
31
PCG Wealth Advisors
Kansas
$6.52M -$2.1M -90,256 -24%
MFG
32
Mainsail Financial Group
Washington
$5.96M +$412K +17,674 +7%
AWS
33
Atria Wealth Solutions
New York
$5.94M -$4.12M -176,565 -40%
WGCA
34
Wolf Group Capital Advisors
Virginia
$5.91M -$185K -7,935 -3%
CWA
35
Choice Wealth Advisors
Maine
$5.69M +$474K +20,329 +9%
DWM
36
Darwin Wealth Management
Florida
$5.48M -$255K -10,951 -4%
AWM
37
AE Wealth Management
Kansas
$5.41M +$7.65K +328 +0.1%
Ameriprise
38
Ameriprise
Minnesota
$5.36M +$5.57M +238,988 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$5.15M -$159K -6,799 -3%
SWM
40
Shelton Wealth Management
Texas
$5.12M -$2.05M -88,030 -28%
SFS
41
Solitude Financial Services
Virginia
$4.71M +$410K +17,583 +9%
Truist Financial
42
Truist Financial
North Carolina
$4.52M -$3.52M -150,835 -43%
CA
43
Crumly & Associates
Illinois
$4.43M +$812K +34,846 +21%
WIM
44
Waverton Investment Management
United Kingdom
$4.36M +$46.6K +2,000 +1%
FIA
45
Foundations Investment Advisors
Arizona
$4.31M +$243K +10,409 +6%
GIA
46
Gladstone Institutional Advisory
Florida
$4.08M +$646K +27,686 +18%
BRWA
47
B. Riley Wealth Advisors
Florida
$4.04M -$261K -11,202 -6%
CIA
48
Concurrent Investment Advisors
Florida
$4.02M +$4.18M +179,197 New
IWA
49
Inspirion Wealth Advisors
Illinois
$3.61M -$745K -31,949 -17%
SIG
50
Sargent Investment Group
Maryland
$3.6M -$1.66K -71 -0%