We are live on ! Find out more
FTGC icon

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
PIWA
76
Prevail Innovative Wealth Advisors
Kansas
$2.49M +$459K +19,000 +22%
IWC
77
Integrated Wealth Concepts
Massachusetts
$2.48M -$5.96M -246,706 -70%
KPWS
78
Kestra Private Wealth Services
Texas
$2.45M -$117K -4,828 -5%
WW
79
Waterfront Wealth
Kansas
$2.33M +$2.41K +100 +0.1%
NWMG
80
National Wealth Management Group
Ohio
$2.32M -$117K -4,864 -5%
CCA
81
Cadent Capital Advisors
Oklahoma
$2.3M -$97.4K -4,032 -4%
MA
82
Mutual Advisors
Nebraska
$2.27M -$1.07M -44,478 -32%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$2.13M -$93.7K -3,879 -4%
AAS
84
Asset Allocation Strategies
Michigan
$2.08M +$125K +5,195 +6%
WIP
85
WealthCare Investment Partners
Rhode Island
$2.05M -$1.03M -42,859 -33%
MCA
86
Magnolia Capital Advisors
Mississippi
$2.04M +$2.07M +85,892 New
MML Investors Services
87
MML Investors Services
Massachusetts
$2.03M -$14.1K -586 -0.7%
C
88
CEDRUS
Colorado
$1.99M +$2M +82,963 New
AAS
89
Avantax Advisory Services
Texas
$1.94M +$73.7K +3,052 +4%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.91M +$22.4K +929 +1%
NA
91
NewEdge Advisors
Louisiana
$1.86M -$424K -17,572 -19%
EGA
92
E&G Advisors
Texas
$1.85M -$185K -7,668 -9%
GLA
93
Good Life Advisors
Pennsylvania
$1.77M +$19.2K +797 +1%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.73M -$8.61M -356,412 -83%
WWM
95
Western Wealth Management
Colorado
$1.7M -$144K -5,984 -8%
RMAM
96
Raab & Moskowitz Asset Management
New Jersey
$1.65M
FHC
97
First Heartland Consultants
Missouri
$1.62M -$56.3K -2,333 -3%
NFG
98
Nations Financial Group
Iowa
$1.58M +$47.6K +1,972 +3%
CG
99
Corundum Group
Colorado
$1.57M -$101K -4,175 -6%
AFS
100
Aft Forsyth & Sober
Florida
$1.56M

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.