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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
HI
51
Harbour Investments
Wisconsin
$3.57M -$449K -19,265 -11%
KIA
52
KLR Investment Advisors
Rhode Island
$3.54M +$218K +9,365 +6%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.53M -$2.54M -108,871 -41%
BCI
54
Brinker Capital Investments
Pennsylvania
$3.49M -$183K -7,864 -5%
OPS
55
Orion Portfolio Solutions
Nebraska
$3.49M -$183K -7,864 -5%
AWM
56
AllSquare Wealth Management
New York
$3.44M -$52K -2,230 -1%
CWM
57
Castle Wealth Management
Florida
$3.27M +$3.39M +145,570 New
AFG
58
ABLE Financial Group
Arizona
$2.94M -$170K -7,299 -5%
OC
59
Oppenheimer & Co
New York
$2.88M -$286K -12,260 -9%
PAG
60
Private Advisor Group
New Jersey
$2.73M -$82.5K -3,537 -3%
FAIM
61
Financial Advocates Investment Management
Washington
$2.7M -$2.97M -127,525 -51%
RA
62
RFG Advisory
Alabama
$2.66M -$195K -8,365 -7%
SPIA
63
Steward Partners Investment Advisory
New York
$2.55M -$793K -33,999 -23%
GM
64
GeoWealth Management
Illinois
$2.45M -$98.3K -4,218 -4%
PFS
65
Prospera Financial Services
Texas
$2.45M +$76.8K +3,292 +3%
PIWA
66
Prevail Innovative Wealth Advisors
Kansas
$2.38M +$59.8K +2,565 +2%
Stifel Financial
67
Stifel Financial
Missouri
$2.28M -$25.3M -1,082,996 -91%
IWC
68
Integrated Wealth Concepts
Massachusetts
$2.25M -$69.9K -2,996 -3%
WP
69
WealthSource Partners
California
$2.24M -$682K -29,272 -23%
AAS
70
Asset Allocation Strategies
Michigan
$2.22M +$285K +12,230 +14%
PS
71
Principal Securities
Iowa
$2.18M +$2.27M +97,209 New
C
72
CEDRUS
Colorado
$2.17M +$324K +13,889 +17%
BA
73
Bridge Advisory
California
$2.16M +$2.24M +96,078 New
Comerica Bank
74
Comerica Bank
Texas
$2.12M -$652K -27,986 -23%
CAAS
75
Capital Asset Advisory Services
Michigan
$2.11M +$1.92M +82,550 +709%