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Get Institutions for : 
First Trust Global Tactical Commodity Strategy Fund (FTGC)  
$24.17 0.16 (0.67%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 258    20
Total shares held : 
80,204,467  
% of shares held : 
14.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -101  
Amount of shares held : 
-2,091,534  
% of shares held change : 
  -0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.85  
Last Quarter's Ending Price : 
$22.44  
Last Quarter's Average Price
$23.32  
Change from last quarter's     
avg. price to the last closing  : 
0.85 (3.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 681,451
 0.85%
 
Increased Positions :
63
 6,937,223
 8.65%
 
Unchanged Positions :
35
 485,405
 0.61%
 
Decreased Positions :
144
-9,012,954
-11.24%
 
Closed Positions :
36
-697,254
-0.87%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 817 - 2023-12-31 8,161,808 $183,151,000 -779,670
   LPL FINANCIAL CORP 420 - 2024-03-31 3,086,662 $73,216,000 -610,457
   UBS Group AG 570 - 2023-12-31 2,843,502 $63,808,000 -813,294
   ROYAL BANK OF CANADA 797 - 2023-12-31 1,721,997 $38,642,000 -338,493
   COMMONWEALTH EQUITY SERVICES LLC. 514 - 2024-03-31 791,346 $18,771,000 -79,138
   ENVESTNET ASSET MANAGEMENT INC 1134 - 2023-12-31 751,162 $16,856,000 -207,780
   Financial Partners Group Inc 17 - 2024-03-31 644,658 $15,291,000 -220,990
   Advisor Group Holdings Inc. 506 - 2024-03-31 639,391 $15,168,000 -401,512
   Magnus Financial Group LLC 12 - 2024-03-31 536,309 $12,721,000 -487,715
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 428 - 2024-03-31 458,930 $10,886,000 -34,646
   VALMARK ADVISERS INC 58 - 2024-03-31 447,640 $10,618,000 -5,483
   JANE STREET GROUP LLC 886 - 2023-12-31 464,834 $10,431,000 -197,541
   CWM LLC 294 - 2024-03-31 408,570 $9,691,000 -75,319
   Petix & Botte Co 16 - 2024-03-31 359,487 $8,527,000 -369,730
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 933 - 2024-03-31 311,362 $7,385,000 -61,723
   FINANCIAL NETWORK 430 - 2023-12-31 322,543 $7,238,000 -223,992
   Cetera Investment Advisers 327 - 2023-12-31 316,037 $7,092,000 -58,294
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 468 - 2023-12-31 307,154 $6,893,000 -12,097
   Laurel Wealth Advisors Inc. 37 - 2022-12-31 268,154 $6,567,000 -187,958
   Atria Wealth Solutions Inc. 262 - 2023-12-31 264,916 $5,945,000 -176,565
   Harwood Advisory Group LLC 21 - 2023-12-31 244,047 $5,476,000 -10,951
   JANNEY MONTGOMERY SCOTT LLC 732 - 2024-03-31 228,864 $5,429,000 -94,938
   Baird Financial Group Inc. 652 - 2023-12-31 229,638 $5,153,000 -6,799
   SHELTON WEALTH MANAGEMENT LLC 7 - 2023-12-31 228,367 $5,125,000 -88,030
   BB&T CORP 890 - 2023-12-31 201,633 $4,525,000 -150,835
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1059 - 2024-03-31 188,196 $4,464,000 -363,858
   J O HAMBRO INVESTMENT MANAGEMENT LTD 53 - 2024-03-31 182,535 $4,332,000 -11,705
   PCG Wealth Advisors LLC 13 - 2024-03-31 174,989 $4,151,000 -115,777
   NATIONAL ASSET MANAGEMENT, INC. 203 - 2023-12-31 180,096 $4,041,000 -11,202
   Concurrent Investment Advisors LLC 145 - 2024-03-31 164,119 $3,893,000 -15,078
   AllSquare Wealth Management LLC 8 - 2024-03-31 153,077 $3,631,000 -219
   HARBOUR INVESTMENTS INC. 130 - 2023-12-31 159,225 $3,573,000 -19,265
   Andesa Financial Management Inc. 11 - 2022-12-31 145,067 $3,553,000 -161,797
   Integrys Wealth Advisors LLC 24 - 2024-03-31 144,823 $3,435,000 -16,490
   Sargent Investment Group LLC 32 - 2024-03-31 143,783 $3,411,000 -16,504
   Orion Portfolio Solutions LLC 435 - 2024-03-31 141,772 $3,363,000 -14,519
   CLS INVESTMENT FIRM LLC 308 - 2022-12-31 128,943 $3,158,000 -17,513
   OPPENHEIMER & CO INC 416 - 2024-03-31 122,600 $2,908,000 -5,542
   Steward Partners Investment Advisory LLC 437 - 2023-12-31 113,838 $2,555,000 -33,999
   Private Advisor Group LLC 710 - 2024-03-31 103,692 $2,460,000 -17,838
   GeoWealth Management LLC 102 - 2023-12-31 109,327 $2,452,000 -4,218
   STIFEL FINANCIAL CORP 1571 - 2023-12-31 101,786 $2,284,000 -1,082,996
   Bridge Advisory LLC 25 - 2024-03-31 95,275 $2,260,000 -803
   Integrated Wealth Concepts LLC 432 - 2023-12-31 100,253 $2,250,000 -2,996
   WEALTHSOURCE PARTNERS LLC 114 - 2023-12-31 99,904 $2,242,000 -29,272
   QUANTITATIVE ADVANTAGE LLC 65 - 2023-03-31 92,115 $2,164,000 -8,624
   COMERICA BANK 1129 - 2023-12-31 94,257 $2,115,000 -27,986
   Waterfront Wealth Inc. 42 - 2023-12-31 94,086 $2,111,000 -3,440
   DAVIDSON D A & CO 492 - 2023-12-31 93,172 $2,091,000 -40,425
   PRINCIPAL SECURITIES INC. 274 - 2024-03-31 83,367 $1,977,000 -13,842
   Ameritas Advisory Services LLC 183 - 2023-12-31 85,391 $1,936,000 -119,262
   MULTIFINANCIAL SECURITIES CORP 515 - 2023-12-31 86,098 $1,932,000 -39,486
   Cadent Capital Advisors LLC 32 - 2024-03-31 80,542 $1,910,000 -10,155
   National Wealth Management Group LLC 16 - 2023-12-31 81,429 $1,827,000 -15,302
   MML INVESTORS SERVICES LLC 1069 - 2023-12-31 77,469 $1,738,000 -7,037
   Financial Advocates Investment Management 212 - 2024-03-31 68,377 $1,622,000 -51,874
   H D Vest Advisory Services 597 - 2024-03-31 67,506 $1,601,000 -10,353
   CAPTRUST FINANCIAL ADVISORS 1014 - 2023-12-31 70,408 $1,580,000 -18,276
   Raab & Moskowitz Asset Management LLC 61 - 2023-12-31 67,103 $1,506,000 -1,485
   Mutual Advisors LLC 343 - 2024-03-31 62,058 $1,472,000 -12,288
   Western Wealth Management LLC 172 - 2024-03-31 59,959 $1,422,000 -884
   MTM Investment Management LLC 49 - 2024-03-31 58,267 $1,382,000 -1,804
   Arkadios Wealth Advisors 184 - 2024-03-31 57,322 $1,360,000 -8,491
   Koshinski Asset Management Inc. 159 - 2024-03-31 56,325 $1,336,000 -28,883
   GPS Wealth Strategies Group LLC 87 - 2024-03-31 52,398 $1,243,000 -4,883
   BANK OF MONTREAL /CAN/ 1546 - 2023-12-31 53,080 $1,212,000 -138,281
   Goss Wealth Management LLC 844 - 2023-12-31 53,421 $1,210,000 -23,946
   CASCADE INVESTMENT GROUP INC. 29 - 2023-12-31 53,703 $1,205,000 -592
   Rockefeller Capital Management L.P. 1089 - 2023-12-31 51,007 $1,145,000 -9,354
   Equitable Holdings Inc. 582 - 2023-12-31 43,808 $983,000 -4,113
   Stratos Wealth Partners LTD. 654 - 2024-03-31 40,182 $953,000 -8,458
   EPG Wealth Management LLC 110 - 2023-12-31 39,162 $903,000 -9,975
   WealthCare Investment Partners LLC 61 - 2024-03-31 37,807 $897,000 -26,199
   Visionary Wealth Advisors 250 - 2023-12-31 35,963 $807,000 -2,150
   RFG Advisory Group LLC 395 - 2024-03-31 32,743 $777,000 -85,764
   JOHNSON INVESTMENT COUNSEL INC 443 - 2024-03-31 27,921 $662,000 -28,195
   Clarus Wealth Advisors 56 - 2024-03-31 26,824 $656,000 -12,826
   Accel Wealth Management 90 - 2024-03-31 27,276 $647,000 -3,838
   Strategic Blueprint LLC 337 - 2024-03-31 26,537 $629,000 -7,459
   E&G Advisors LP 103 - 2024-03-31 25,643 $608,000 -1,800
   MERCER GLOBAL ADVISORS INC /ADV 1224 - 2023-12-31 25,974 $583,000 -4,915
   MARINER WEALTH ADVISORS, LLC 1852 - 2023-12-31 25,526 $573,000 -6,929
   IHT Wealth Management LLC 555 - 2023-12-31 25,143 $564,000 -417
   S.C. Financial Services Inc. 38 - 2022-12-31 22,693 $556,000 -4,323
   WMG Financial Advisors LLC 57 - 2024-03-31 22,731 $539,000 -248
   Moors & Cabot Inc. 476 - 2024-03-31 22,456 $533,000 -4,907
   Authentikos Wealth Advisory LLC 38 - 2023-12-31 23,544 $528,000 -32,250
   NBC SECURITIES INC. 423 - 2024-03-31 22,012 $522,000 -8,358
   PROEQUITIES INC. 437 - 2024-03-31 21,465 $509,000 -1,108
   Rehmann Capital Advisory Group 320 - 2024-03-31 20,950 $497,000 -4,646
   Integrity Advisory LLC 40 - 2022-12-31 19,840 $486,000 -458
   COZAD ASSET MANAGEMENT INC 263 - 2024-03-31 20,013 $475,000 -419
   Quad-Cities Investment Group LLC 90 - 2024-03-31 19,355 $459,000 -10,952
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 114 - 2024-03-31 19,264 $457,000 -12,422
   Virtue Capital Management LLC 202 - 2023-12-31 19,558 $438,000 -99
   HILLTOP HOLDINGS INC. 395 - 2023-12-31 18,863 $423,000 -8,468
   Snowden Capital Advisors LLC 757 - 2023-12-31 18,682 $419,000 -7,222
   J.W. COLE ADVISORS INC. 582 - 2024-03-31 17,614 $418,000 -3,759
   DAYMARK WEALTH PARTNERS LLC 287 - 2024-03-31 17,370 $412,000 -169
   GDS Wealth Management 103 - 2024-03-31 16,325 $387,000 -12,705

  100 Records found
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