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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
SI
176
Stephens Inc
Arkansas
$373K -$9.47M -392,246 -96%
CA
177
Cambridge Advisors
Nebraska
$370K -$60.8K -2,520 -14%
OCM
178
Objective Capital Management
Ohio
$359K -$70.7K -2,929 -16%
MOS
179
MGO One Seven
Ohio
$334K -$16.4K -678 -5%
BCM
180
Brookstone Capital Management
Illinois
$319K -$19.7K -814 -6%
NWM
181
Northwest Wealth Management
Iowa
$314K -$966 -40 -0.3%
IWN
182
Independent Wealth Network
Iowa
$291K -$57.4K -2,379 -16%
PPG
183
Peak Planning Group
Colorado
$290K -$51.6K -2,136 -15%
AIP
184
Ameritas Investment Partners
Nebraska
$290K +$292K +12,074 New
PVI
185
Pine Valley Investments
New Jersey
$288K +$59.4K +2,459 +26%
CWP
186
Core Wealth Partners
California
$284K +$266 +11 +0.1%
BEI
187
Benjamin Edwards Inc
Missouri
$275K +$6.69K +277 +2%
GRP
188
Global Retirement Partners
California
$275K -$94.2K -3,902 -25%
CAM
189
Cozad Asset Management
Illinois
$274K -$3.48K -144 -1%
CAAS
190
Capital Asset Advisory Services
Michigan
$273K +$281K +11,645 New
CWM
191
Cornerstone Wealth Management
Missouri
$272K -$33.7K -1,396 -11%
PMFA
192
Plante Moran Financial Advisors
Michigan
$260K
CWM
193
Collaborative Wealth Management
Florida
$259K -$13.7K -568 -5%
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$257K +$259K +10,721 New
WWA
195
WCG Wealth Advisors
Nevada
$257K -$35.2K -1,458 -12%
TCM
196
Triumph Capital Management
Colorado
$255K +$256K +10,609 New
V
197
ViaWealth
Kansas
$253K -$41.3K -1,709 -14%
BTWM
198
Baker Tilly Wealth Management
Wisconsin
$252K
RJT
199
Raymond James Trust
Florida
$246K
AA
200
Advisory Alpha
Michigan
$246K -$105K -4,337 -30%

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.