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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
HI
51
Harbour Investments
Wisconsin
$4.28M -$496K -20,557 -10%
FIA
52
Foundations Investment Advisors
Arizona
$4.27M +$461K +19,082 +12%
BCI
53
Brinker Capital Investments
Pennsylvania
$3.94M -$2.3M -95,116 -37%
OPS
54
Orion Portfolio Solutions
Nebraska
$3.94M -$2.3M -95,116 -37%
CA
55
Crumly & Associates
Illinois
$3.9M +$36.6K +1,515 +0.9%
SIG
56
Sargent Investment Group
Maryland
$3.85M -$147K -6,093 -4%
AWM
57
AllSquare Wealth Management
New York
$3.73M -$34.9K -1,447 -0.9%
GIA
58
Gladstone Institutional Advisory
Florida
$3.7M +$414K +17,151 +13%
SPIA
59
Steward Partners Investment Advisory
New York
$3.55M -$1.66M -68,767 -32%
KIA
60
KLR Investment Advisors
Rhode Island
$3.48M -$187K -7,763 -5%
OC
61
Oppenheimer & Co
New York
$3.37M -$28.9K -1,196 -0.8%
AFG
62
ABLE Financial Group
Arizona
$3.32M +$443K +18,358 +15%
DADC
63
D.A. Davidson & Co
Montana
$3.21M +$58.7K +2,432 +2%
WP
64
WealthSource Partners
California
$3.1M +$31.3K +1,296 +1%
RA
65
RFG Advisory
Alabama
$3.04M -$613K -25,381 -17%
CA
66
Cetera Advisors
Colorado
$3.01M -$1.3M -53,648 -30%
PAG
67
Private Advisor Group
New Jersey
$3M -$295K -12,233 -9%
Comerica Bank
68
Comerica Bank
Texas
$2.93M +$2.95M +122,243 New
MAG
69
MRA Advisory Group
New Jersey
$2.92M +$256K +10,617 +10%
NFG
70
Norris Financial Group
South Carolina
$2.76M +$2.78M +115,163 New
GM
71
GeoWealth Management
Illinois
$2.72M +$132K +5,483 +5%
AWA
72
Arkadios Wealth Advisors
Georgia
$2.65M -$1.22M -50,324 -31%
SW
73
SlateStone Wealth
Florida
$2.61M -$163K -6,765 -6%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$2.58M -$180K -7,458 -6%
PFS
75
Prospera Financial Services
Texas
$2.54M -$98.9K -4,098 -4%

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.