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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
CCG
201
Chatham Capital Group
Georgia
$241K +$243K +10,059 New
CA
202
Claro Advisors
Massachusetts
$241K -$14.8K -614 -6%
FFA
203
Farther Finance Advisors
California
$238K -$32.5K -1,345 -12%
LFAS
204
Level Four Advisory Services
Texas
$231K -$31.9K -1,320 -12%
TSS
205
Two Sigma Securities
New York
$228K +$230K +9,520 New
First Trust Advisors
206
First Trust Advisors
Illinois
$225K +$227K +9,391 New
MFA
207
Mayflower Financial Advisors
Massachusetts
$221K
CCB
208
Cutter & Co Brokerage
Missouri
$216K +$217K +8,992 New
TA
209
TrueWealth Advisors
Alabama
$213K -$214K -8,875 -50%
AssetMark Inc
210
AssetMark Inc
California
$212K +$153K +6,329 +251%
FEG
211
Financial Enhancement Group
Indiana
$209K +$7.12K +295 +3%
EAM
212
Evanson Asset Management
California
$209K +$210K +8,700 New
LMKC
213
L.M. Kohn & Company
Ohio
$208K +$209K +8,664 New
IAN
214
Integrated Advisors Network
Texas
$205K -$65.6K -2,717 -24%
HF
215
HRT Financial
New York
$205K +$207K +8,557 New
NP
216
Nilsine Partners
Colorado
$202K +$203K +8,411 New
BF
217
BOK Financial
Oklahoma
$173K
AWM
218
Avior Wealth Management
Nebraska
$157K -$13K -540 -8%
NC
219
NewSquare Capital
Pennsylvania
$153K -$120K -4,988 -44%
PA
220
PSI Advisors
Florida
$146K -$210K -8,707 -59%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$134K
HWA
222
HHM Wealth Advisors
Tennessee
$118K -$124K -5,125 -51%
CIA
223
Cape Investment Advisory
Georgia
$106K
US Bancorp
224
US Bancorp
Minnesota
$105K -$845 -35 -0.8%
PTC
225
Private Trust Company
Ohio
$82K -$17.5K -724 -17%

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.