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First Trust Global Tactical Commodity Strategy Fund

240 hedge funds and large institutions have $1.64B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 121 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.65% less ownership

Funds ownership: 76.08%74.43% (-1.6%)

8% less funds holding

Funds holding: 260240 (-20)

9% less capital invested

Capital invested by funds: $1.8B → $1.64B (-$164M)

40% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 43

43% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 121

Holders
240
Holders Change
-20
Holders Change %
-7.69%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
69
Reduced
121
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$820M -$22.8M -983,734 -3%
Morgan Stanley
2
Morgan Stanley
New York
$184M -$27M -1,164,100 -13%
LPL Financial
3
LPL Financial
California
$65.4M -$9.66M -416,265 -13%
TIM
4
Total Investment Management
Arizona
$44.9M +$1.46M +63,015 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$38.4M -$2.29M -98,498 -6%
UBS Group
6
UBS Group
Switzerland
$30.3M -$3.04M -131,021 -9%
FAM
7
Flaharty Asset Management
Florida
$21.7M -$1.02M -44,002 -5%
CWP
8
Cyndeo Wealth Partners
Florida
$19.4M +$1.97M +85,026 +12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.4M -$147K -6,319 -0.9%
PBF
10
Petix & Botte Financial
California
$17.3M +$626K +26,968 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.5M -$1.13M -48,611 -7%
MFG
12
Magnus Financial Group
New York
$13.9M +$739K +31,863 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.4M -$317K -13,650 -2%
HWM
14
HFG Wealth Management
Texas
$12M
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$1.98M +85,133 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$11.7M -$827K -35,640 -7%
VA
17
Valmark Advisers
Ohio
$10.6M -$74.6K -3,214 -0.7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$1.68M +72,617 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$9.89M -$738K -31,808 -7%
CAG
20
Csenge Advisory Group
Florida
$9.35M -$10.8M -463,800 -54%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$8.89M -$4.57M -196,958 -34%
MFG
22
Mainsail Financial Group
Washington
$8.34M +$493K +21,255 +6%
AI
23
Arvest Investments
Arkansas
$8M +$7.84M +337,772 +456,449%
SFS
24
Solitude Financial Services
Virginia
$7.11M +$164K +7,070 +2%
CWA
25
Choice Wealth Advisors
Maine
$6.92M +$596K +25,672 +10%

FTGC Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2024, worth a combined $1.64B — down 9.1% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of FTGC and 26 opened new positions — a net loss of 17 holders — while 121 trimmed existing stakes and 69 added.

The largest buyer was Arvest Investments, adding an estimated $7.84M. The largest seller was Morgan Stanley, cutting an estimated $27M.

  • 240 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2024, down from 260 in Q2 2024.
  • Funds reported $1.64B of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2024, down 9.1% quarter-over-quarter.
  • 26 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2024 and 43 closed out, a net change of -17 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2024 was Arvest Investments, an estimated $7.84M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2024 was Morgan Stanley, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2024.