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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
CA
51
Cetera Advisors
Colorado
$6.72M -$14.1M -534,357 -67%
SWM
52
Shelton Wealth Management
Texas
$6.29M +$14.6K +552 +0.2%
WWM
53
Western Wealth Management
Colorado
$6.23M -$3.63M -137,197 -36%
AAS
54
Ameritas Advisory Services
Nebraska
$6.15M -$401K -15,141 -6%
DWM
55
Darwin Wealth Management
Florida
$6.13M -$632K -23,891 -9%
SPC
56
Sigma Planning Corp
Michigan
$6.12M -$6.62M -250,324 -51%
NFG
57
Norris Financial Group
South Carolina
$5.89M +$14.2K +535 +0.2%
FH
58
FWG Holdings
Florida
$5.8M -$514K -19,418 -8%
TA
59
TrueWealth Advisors
Alabama
$5.72M +$610K +23,074 +11%
FA
60
FDx Advisors
Illinois
$5.57M +$305K +11,541 +6%
CS
61
Comerica Securities
Michigan
$5.51M -$388K -14,667 -6%
CPFP
62
Clear Perspectives Financial Planning
Ohio
$5.32M +$378K +14,303 +7%
GCA
63
Genesee Capital Advisors
New York
$5.21M -$34.6K -1,306 -0.6%
CCP
64
Cassia Capital Partners
North Carolina
$5.16M +$204K +7,729 +4%
VAG
65
VisionPoint Advisory Group
Texas
$5.11M +$298K +11,245 +6%
SIG
66
Sargent Investment Group
Maryland
$4.98M -$187K -7,085 -4%
FFN
67
Focus Financial Network
Minnesota
$4.95M +$723K +27,321 +16%
GIA
68
Gladstone Institutional Advisory
Florida
$4.93M -$796K -30,076 -13%
TC
69
TAP Consulting
Missouri
$4.86M +$91.5K +3,460 +2%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$4.77M -$79.6K -3,007 -2%
Citigroup
71
Citigroup
New York
$4.7M +$458K +17,311 +10%
HFP
72
Holistic Financial Partners
Indiana
$4.66M +$86.4K +3,267 +2%
JSMC
73
Jess S. Morgan & Co
California
$4.58M -$104K -3,947 -2%
FAIM
74
Financial Advocates Investment Management
Washington
$4.5M -$118K -4,457 -2%
RA
75
RFG Advisory
Alabama
$4.42M +$900K +34,008 +26%

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.