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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
GWM
126
GDS Wealth Management
Texas
$960K -$593K -24,573 -38%
LCM
127
Lunt Capital Management
Utah
$946K +$390K +16,137 +69%
TLFA
128
True Link Financial Advisors
California
$922K
VWA
129
Visionary Wealth Advisors
Illinois
$915K +$55.3K +2,290 +6%
SWP
130
Stratos Wealth Partners
Ohio
$903K -$114K -4,701 -11%
ICP
131
Interchange Capital Partners
Pennsylvania
$892K -$16.5K -683 -2%
NS
132
NBC Securities
Alabama
$883K +$889K +36,806 New
AP
133
Advisors Preferred
Maryland
$841K +$852K +35,280 New
ASN
134
Advisory Services Network
Georgia
$836K -$37.4K -1,547 -4%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$835K -$4.43M -183,508 -84%
OIA
136
OneDigital Investment Advisors
Kansas
$825K -$110K -4,559 -12%
Creative Planning
137
Creative Planning
Kansas
$800K +$235K +9,743 +41%
AWM
138
Accel Wealth Management
Iowa
$791K -$46.4K -1,921 -6%
Mariner
139
Mariner
Kansas
$779K -$222K -9,213 -22%
PFA
140
Pinnacle Family Advisors
Missouri
$748K -$43.2K -1,789 -5%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$741K -$625K -25,892 -46%
AP
142
Americana Partners
Texas
$734K -$467K -19,324 -62%
FA
143
FDx Advisors
Illinois
$691K -$4.51M -186,715 -87%
GAA
144
Global Assets Advisory
Florida
$677K -$33K -1,367 -5%
HAS
145
HBW Advisory Services
California
$676K -$96.3K -3,988 -12%
MC
146
Moors & Cabot
Massachusetts
$676K +$68.9K +2,852 +11%
CAP
147
Columbia Advisory Partners
Washington
$669K -$37.1K -1,537 -5%
AWM
148
Apollon Wealth Management
South Carolina
$657K -$155K -6,403 -19%
HH
149
Hilltop Holdings
Texas
$656K -$9.32K -386 -1%
RCAG
150
Rehmann Capital Advisory Group
Michigan
$648K -$167K -6,935 -20%

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.