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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
SFC
126
Strategic Financial Concepts
Texas
$951K -$255K -10,921 -20%
NFG
127
Norris Financial Group
South Carolina
$931K -$1.72M -73,664 -64%
CAP
128
Columbia Advisory Partners
Washington
$918K +$304K +13,039 +47%
EWM
129
EPG Wealth Management
Georgia
$903K -$233K -9,975 -20%
CWA
130
Clarus Wealth Advisors
Arizona
$893K +$924K +39,650 New
AP
131
Aspect Partners
Virginia
$882K +$917K +39,310 New
VWA
132
Visionary Wealth Advisors
Illinois
$807K -$50.1K -2,150 -6%
SB
133
Strategic Blueprint
Georgia
$763K -$232K -9,936 -23%
OC
134
Oarsman Capital
Wisconsin
$744K +$773K +33,161 New
AFAS
135
Acorn Financial Advisory Services
Virginia
$711K -$373K -16,008 -34%
AWM
136
Accel Wealth Management
Iowa
$698K -$43.4K -1,860 -6%
NS
137
NBC Securities
Alabama
$681K -$150K -6,436 -17%
QCIG
138
Quad-Cities Investment Group
Iowa
$676K -$726K -31,145 -51%
HAS
139
HBW Advisory Services
California
$672K +$41K +1,758 +6%
OIA
140
OneDigital Investment Advisors
Kansas
$668K -$108K -4,627 -13%
GWM
141
GDS Wealth Management
Texas
$651K -$255K -10,950 -27%
GAA
142
Global Assets Advisory
Florida
$630K
ICP
143
Interchange Capital Partners
Pennsylvania
$616K -$66.3K -2,845 -8%
EGA
144
E&G Advisors
Texas
$616K -$1.16M -49,827 -64%
MC
145
Moors & Cabot
Massachusetts
$614K -$18.5K -794 -3%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$583K -$115K -4,915 -16%
SOS
147
Silver Oak Securities
Tennessee
$578K +$182K +7,797 +43%
FA
148
FDx Advisors
Illinois
$575K -$73.7K -3,161 -11%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$574K -$33.2K -1,422 -5%
Mariner
150
Mariner
Kansas
$573K -$162K -6,929 -21%

FTGC Hedge Fund Activity: Q4 2023 in Review

271 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2023, worth a combined $2.01B — up 1.1% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of FTGC and 39 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 63 added.

The largest buyer was Morgan Stanley, adding an estimated $172M. The largest seller was Stifel Financial, cutting an estimated $25.3M.

  • 271 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2023, down from 273 in Q3 2023.
  • Funds reported $2.01B of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2023, up 1.1% quarter-over-quarter.
  • 39 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2023 and 40 closed out, a net change of -1 holder.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2023 was Morgan Stanley, an estimated $172M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2023 was Stifel Financial, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2023.