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First Trust Global Tactical Commodity Strategy Fund

263 hedge funds and large institutions have $2.9B invested in First Trust Global Tactical Commodity Strategy Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 77 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

77% more capital invested

Capital invested by funds: $1.64B → $2.9B (+$1.27B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

10% more funds holding

Funds holding: 240263 (+23)

3.3% more ownership

Funds ownership: 74.43%77.73% (+3.3%)

24% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 101

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
3.46%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
53
Increased
77
Reduced
101
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.18B -$69.8K -2,950 -6%
Wells Fargo
2
Wells Fargo
California
$884M +$55.1M +2,326,568 +7%
Morgan Stanley
3
Morgan Stanley
New York
$184M -$1.87M -78,825 -1%
LPL Financial
4
LPL Financial
California
$54.8M -$11.1M -469,483 -17%
TIM
5
Total Investment Management
Arizona
$47M +$1.57M +66,282 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$37.4M -$1.44M -60,681 -4%
UBS Group
7
UBS Group
Switzerland
$29.9M -$766K -32,374 -3%
FAM
8
Flaharty Asset Management
Florida
$21.6M -$281K -11,857 -1%
CWP
9
Cyndeo Wealth Partners
Florida
$20.4M +$783K +33,089 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$18.8M +$18.6M +787,110 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$18.1M +$592K +25,009 +3%
PBF
12
Petix & Botte Financial
California
$13.3M -$4.11M -173,707 -24%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$546K +23,072 +5%
VA
14
Valmark Advisers
Ohio
$12.2M +$1.49M +63,070 +14%
HWM
15
HFG Wealth Management
Texas
$12.1M +$227K +9,579 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$12M -$1.54M -64,963 -11%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.3M +55,101 +13%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.61M +67,992 +16%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M -$3.35M -141,378 -23%
FEG
20
Financial Enhancement Group
Indiana
$9.18M +$8.53M +360,473 +3,948%
CAG
21
Csenge Advisory Group
Florida
$9.06M -$231K -9,743 -3%
MFG
22
Mainsail Financial Group
Washington
$8.77M +$346K +14,600 +4%
P
23
&Partners
Tennessee
$8.22M +$3.68M +155,380 +83%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$7.92M -$1.05M -44,280 -12%
AI
25
Arvest Investments
Arkansas
$7.8M -$285K -12,032 -4%