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First Trust Global Tactical Commodity Strategy Fund

282 hedge funds and large institutions have $3.12B invested in First Trust Global Tactical Commodity Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 144 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 15

269% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 39

170% more funds holding in top 10

Funds holding in top 10: 1027 (+17)

119% more capital invested

Capital invested by funds: $1.43B → $3.12B (+$1.7B)

34% more funds holding

Funds holding: 211282 (+71)

2.11% more ownership

Funds ownership: 72.74%74.86% (+2.1%)

51% less call options, than puts

Call options by funds: $82K | Put options by funds: $168K

Holders
282
Holders Change
+71
Holders Change %
+33.65%
% of All Funds
4.45%
Holding in Top 10
27
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+170%
% of All Funds
0.43%
New
90
Increased
144
Reduced
39
Closed
15
Calls
$82K
Puts
$168K
Net Calls
-$86K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$584M +$176M +6,705,998 +48%
Wells Fargo
2
Wells Fargo
California
$456M +$166M +6,333,412 +65%
LPL Financial
3
LPL Financial
California
$259M +$121M +4,624,916 +103%
UBS Group
4
UBS Group
Switzerland
$187M +$58.1M +2,213,667 +51%
First Trust Advisors
5
First Trust Advisors
Illinois
$136M +$126M +4,782,284 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$134M +$48.7M +1,856,281 +65%
Osaic Holdings
7
Osaic Holdings
Arizona
$71.8M +$43.9M +1,672,638 +179%
Stifel Financial
8
Stifel Financial
Missouri
$55.7M +$6.71M +255,743 +15%
AP
9
Atwood & Palmer
Missouri
$49.2M -$16.1M -614,895 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$46.3M +$27.1M +1,033,948 +174%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$39.3M +$24.4M +928,130 +204%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$37.5M +$17.1M +652,492 +98%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$33.8M +$16M +609,319 +105%
RJA
14
Raymond James & Associates
Florida
$32.7M +$10.3M +393,147 +52%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$27.1M +1,032,932 +8,155%
CA
16
Cetera Advisors
Colorado
$28.7M +$25.7M +978,105 +3,297%
KAS
17
Kestra Advisory Services
Texas
$27.8M +$11.3M +431,903 +79%
GLA
18
Good Life Advisors
Pennsylvania
$27.5M +$11.7M +447,662 +86%
Truist Financial
19
Truist Financial
North Carolina
$26.3M +$16.7M +637,227 +222%
PAG
20
Private Advisor Group
New Jersey
$25.1M +$19.2M +732,642 +487%
KCM
21
Karp Capital Management
California
$25M +$14.1M +537,658 +158%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$25M +$8.12M +309,378 +54%
IA
23
IFP Advisors
Florida
$23.2M +$8.95M +341,185 +47%
AWS
24
Atria Wealth Solutions
New York
$21.5M +$19.8M +755,699 New
CAN
25
Cetera Advisor Networks
California
$20.1M +$9.64M +367,320 +108%