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First Trust Global Tactical Commodity Strategy Fund

47 hedge funds and large institutions have $123M invested in First Trust Global Tactical Commodity Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $107M → $123M (+$16M)

4% more funds holding

Funds holding: 4547 (+2)

3.33% more ownership

Funds ownership: 62.48%65.81% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
21
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$436K +$430K +21,030 New
WI
27
Wintrust Investments
Illinois
$429K -$526K -25,747 -55%
CWA
28
Clarus Wealth Advisors
Arizona
$370K +$366K +17,883 New
CAN
29
Cetera Advisor Networks
California
$361K -$126K -6,177 -26%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$342K +$240K +11,751 +246%
PCP
31
Proficio Capital Partners
Massachusetts
$335K +$61.2K +2,995 +23%
HCIA
32
Hochman Cole Investment Advisors
Illinois
$304K +$7.55K +369 +3%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$261K +$53.6K +2,621 +26%
PWA
34
Peterson Wealth Advisors
Utah
$210K +$208K +10,163 New
AIP
35
Almanack Investment Partners
Pennsylvania
$209K +$17.6K +859 +9%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115K +$46.9K +2,295 +71%
IA
37
IFP Advisors
Florida
$59K +$3.6K +176 +7%
GWM
38
Geneos Wealth Management
Colorado
$34K +$32.2K +1,575 +1,575%
BCI
39
Brinker Capital Investments
Pennsylvania
$29K -$3.44K -168 -11%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$24K +$21.9K +1,070 +1,259%
HT
41
Heritage Trust
Oklahoma
$23K +$22.7K +1,112 New
SEI Investments
42
SEI Investments
Pennsylvania
$21K
CFD
43
Creative Financial Designs
Indiana
$15K
OIA
44
OneDigital Investment Advisors
Kansas
$7K
BTIS
45
BB&T Investment Services
North Carolina
$2K
PA
46
Parallel Advisors
California
$1K
APA
47
American Portfolios Advisors
New York
$207 +$204 +10 New
HFS
48
HL Financial Services
Kentucky
-$2.79M -138,873 Closed
SWP
49
Stratos Wealth Partners
Ohio
-$1.89M -93,991 Closed
VF
50
Virtu Financial
New York
-$458K -22,803 Closed

FTGC Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2017, worth a combined $123M — up 15% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTGC positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was SII Investments, opening a new position worth an estimated $7.83M. The largest seller was Hays Advisory, cutting an estimated $5.85M.

  • 47 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $123M of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2017, up 15% quarter-over-quarter.
  • 9 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2017 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2017 was SII Investments, an estimated $7.83M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2017 was Hays Advisory, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2017.