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First Trust Global Tactical Commodity Strategy Fund

211 hedge funds and large institutions have $1.43B invested in First Trust Global Tactical Commodity Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 100 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 12

156% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 39

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more funds holding

Funds holding: 170211 (+41)

9% more capital invested

Capital invested by funds: $1.31B → $1.43B (+$115M)

2.5% more ownership

Funds ownership: 70.25%72.74% (+2.5%)

Holders
211
Holders Change
+41
Holders Change %
+24.12%
% of All Funds
3.25%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
57
Increased
100
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$319M +$27.4M +1,114,140 +9%
Wells Fargo
2
Wells Fargo
California
$224M +$33.8M +1,373,262 +17%
LPL Financial
3
LPL Financial
California
$103M +$10.5M +425,238 +10%
UBS Group
4
UBS Group
Switzerland
$100M +$4.65M +189,083 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$65.5M +$16.2M +659,650 +30%
AP
6
Atwood & Palmer
Missouri
$54.1M -$647K -26,322 -1%
Stifel Financial
7
Stifel Financial
Missouri
$39.3M +$4.97M +202,148 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.6M -$1.86M -75,827 -8%
RJA
9
Raymond James & Associates
Florida
$17.4M +$1.34M +54,296 +8%
IA
10
IFP Advisors
Florida
$16.9M +$57.8K +2,349 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.4M +$1.52M +62,015 +10%
BFA
12
Beaumont Financial Advisors
Massachusetts
$13.8M +$797K +32,412 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.7M +$3.27M +133,174 +29%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.3M +$1.56M +63,390 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.1M -$449K -18,241 -3%
KAS
16
Kestra Advisory Services
Texas
$12.6M +$2.22M +90,147 +20%
GLA
17
Good Life Advisors
Pennsylvania
$12M +$1.08M +43,946 +9%
CCM
18
Coldstream Capital Management
Washington
$12M +$12.8M +519,347 New
OMC
19
Old Mission Capital
Illinois
$11.2M +$7.27M +295,666 +156%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.5M -$1.48M -60,215 -12%
PWA
21
PCG Wealth Advisors
Kansas
$10.5M +$11.2M +455,122 New
ODFS
22
O'Donnell Financial Services
California
$10.1M +$1.03M +41,963 +11%
VAG
23
VisionPoint Advisory Group
Texas
$9.27M +$1.07M +43,552 +13%
GIA
24
Gladstone Institutional Advisory
Florida
$9.14M +$816K +33,191 +9%
CAG
25
Csenge Advisory Group
Florida
$8.86M -$1.44M -58,727 -13%