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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
Wells Fargo
1
Wells Fargo
California
$772M +$137M +5,655,361 +21%
Morgan Stanley
2
Morgan Stanley
New York
$215M -$61M -2,526,118 -22%
LPL Financial
3
LPL Financial
California
$97M -$13.4M -555,772 -12%
UBS Group
4
UBS Group
Switzerland
$87.8M -$13.6M -564,133 -13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.5M -$8.61M -356,492 -15%
Osaic Holdings
6
Osaic Holdings
Arizona
$44.8M +$11.6M +481,010 +35%
MMA
7
Miracle Mile Advisors
California
$43.8M +$1.76M +73,010 +4%
Stifel Financial
8
Stifel Financial
Missouri
$28.4M -$3.27M -135,376 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.2M -$5.63M -233,376 -18%
MFG
10
Magnus Financial Group
New York
$24.5M +$407K +16,864 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23M +$3.86M +159,774 +20%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$22.9M +$207K +8,561 +0.9%
PBF
13
Petix & Botte Financial
California
$17.4M -$356K -14,752 -2%
FAM
14
Flaharty Asset Management
Florida
$17.3M +$792K +32,806 +5%
Jane Street
15
Jane Street
New York
$15.9M -$15.9M -657,033 -50%
IA
16
IFP Advisors
Florida
$15.6M +$14.5M +602,322 +1,281%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$14.2M -$8.5M -352,102 -37%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$13.6M -$4.82M -199,639 -26%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$13.5M -$5.02M -207,830 -27%
CAN
20
Cetera Advisor Networks
California
$13.1M +$75.6K +3,131 +0.6%
KAS
21
Kestra Advisory Services
Texas
$12.9M +$444K +18,387 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.9M -$441K -18,276 -3%
CWP
23
Cyndeo Wealth Partners
Florida
$12.5M +$9.18M +380,272 +267%
CAG
24
Csenge Advisory Group
Florida
$12.4M +$283K +11,721 +2%
RJA
25
Raymond James & Associates
Florida
$12M -$290K -12,017 -2%

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.