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First Trust Global Tactical Commodity Strategy Fund

271 hedge funds and large institutions have $2.01B invested in First Trust Global Tactical Commodity Strategy Fund in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 63 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.12% more ownership

Funds ownership: 74.07%83.19% (+9.1%)

1% more capital invested

Capital invested by funds: $1.99B → $2.01B (+$22.6M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1% less funds holding

Funds holding: 273271 (-2)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

57% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 146

Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
39
Increased
63
Reduced
146
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$719M -$3.39M -145,253 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$366M +$172M +7,382,138 +83%
First Trust Advisors
3
First Trust Advisors
Illinois
$115M +$120M +5,133,895 +54,668%
LPL Financial
4
LPL Financial
California
$83M -$8.01M -343,513 -9%
UBS Group
5
UBS Group
Switzerland
$63.8M -$19M -813,294 -22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$38.6M -$7.89M -338,493 -16%
MMA
7
Miracle Mile Advisors
California
$33.7M -$7.59M -325,383 -18%
Osaic Holdings
8
Osaic Holdings
Arizona
$23.4M -$19.3M -827,044 -44%
MFG
9
Magnus Financial Group
New York
$23M +$81K +3,472 +0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.5M -$4.23M -181,415 -17%
FPGK
11
Financial Partners Group (Kansas)
Kansas
$19.4M -$2.78M -119,332 -12%
CAG
12
Csenge Advisory Group
Florida
$17.8M +$6.45M +276,773 +53%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.9M -$4.84M -207,780 -22%
FAM
14
Flaharty Asset Management
Florida
$16.5M +$403K +17,282 +2%
PBF
15
Petix & Botte Financial
California
$16.4M +$106K +4,559 +0.6%
CWP
16
Cyndeo Wealth Partners
Florida
$15.8M +$4.21M +180,663 +35%
IA
17
IFP Advisors
Florida
$15.7M +$1.14M +49,080 +8%
KAS
18
Kestra Advisory Services
Texas
$15.2M +$3.19M +136,912 +25%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$12.4M +$11.2M +479,766 +664%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$11.1M -$1.06M -45,645 -8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$10.9M -$2.48M -106,397 -18%
Jane Street
22
Jane Street
New York
$10.4M -$4.61M -197,541 -30%
VA
23
Valmark Advisers
Ohio
$10.2M +$56.1K +2,408 +0.5%
HWM
24
HFG Wealth Management
Texas
$10M +$10.4M +446,535 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.37M -$4.44M -190,359 -34%