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First Trust Global Tactical Commodity Strategy Fund

240 hedge funds and large institutions have $1.64B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.65% less ownership

Funds ownership: 76.08%74.43% (-1.6%)

8% less funds holding

Funds holding: 260240 (-20)

9% less capital invested

Capital invested by funds: $1.8B → $1.64B (-$164M)

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

43% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 121

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
69
Reduced
121
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$6.82M +$4.63M +199,747 +227%
RJA
27
Raymond James & Associates
Florida
$5.95M -$1.92M -82,784 -25%
WGCA
28
Wolf Group Capital Advisors
Virginia
$5.91M -$2.47M -106,343 -29%
PAG
29
Private Advisor Group
New Jersey
$5.88M +$25.4K +1,095 +0.4%
TC
30
TAP Consulting
Missouri
$5.68M +$402K +17,308 +8%
DWM
31
Darwin Wealth Management
Florida
$5.67M -$136K -5,843 -2%
KAS
32
Kestra Advisory Services
Texas
$5.56M -$8.01M -345,043 -60%
CAAS
33
Capital Asset Advisory Services
Michigan
$4.93M +$1.03M +44,344 +27%
AWM
34
Axxcess Wealth Management
California
$4.78M +$959K +41,347 +26%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$4.73M -$605K -26,077 -12%
GIA
36
Gladstone Institutional Advisory
Florida
$4.66M -$17.9K -770 -0.4%
SWM
37
Shelton Wealth Management
Texas
$4.64M -$105K -4,531 -2%
P
38
&Partners
Tennessee
$4.45M +$1.86M +80,334 +75%
WIM
39
Waverton Investment Management
United Kingdom
$4.44M -$51K -2,200 -1%
AFG
40
ABLE Financial Group
Arizona
$4.26M +$544K +23,430 +15%
PWA
41
PCG Wealth Advisors
Kansas
$4.01M -$223K -9,617 -5%
BWP
42
Baldwin Wealth Partners
Massachusetts
$3.69M +$3.61M +155,585 New
CIA
43
Concurrent Investment Advisors
Florida
$3.63M -$268K -11,532 -7%
AWM
44
AllSquare Wealth Management
New York
$3.56M
AWS
45
Atria Wealth Solutions
New York
$3.51M -$1.01M -43,505 -23%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$3.47M -$87.7K -3,782 -3%
Truist Financial
47
Truist Financial
North Carolina
$3.44M -$557K -24,026 -14%
IWA
48
Inspirion Wealth Advisors
Illinois
$3.27M +$73.1K +3,151 +2%
HighTower Advisors
49
HighTower Advisors
Illinois
$3.13M -$3.84M -165,396 -56%
Citigroup
50
Citigroup
New York
$3.02M -$709K -30,578 -19%

FTGC Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2024, worth a combined $1.64B — down 9.1% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTGC and 26 opened new positions — a net loss of 17 holders — while 121 trimmed existing stakes and 69 added.

The largest buyer was Arvest Investments, adding an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $27M.

  • 240 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2024, down from 260 in Q2 2024.
  • Funds reported $1.64B of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2024, down 9.1% quarter-over-quarter.
  • 26 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2024 and 43 closed out, a net change of -17 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2024 was Arvest Investments, an estimated $7.84M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2024 was Morgan Stanley, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2024.