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First Trust Global Tactical Commodity Strategy Fund
FTGC

52 hedge funds and large institutions have $138M invested in First Trust Global Tactical Commodity Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $123M → $138M (+$14.4M)

11% more funds holding

Funds holding: 47 → 52 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.87% less ownership

Funds ownership: 65.81% → 64.93% (-0.87%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
25
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.97M
2
Wells Fargo
Wells Fargo
California
+$3.86M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.02M
5
UBS Group
UBS Group
Switzerland
+$2.63M

Top Sellers

1
HA
Hays Advisory
Tennessee
-$3.78M
2
DWM
Darwin Wealth Management
Florida
-$3.69M
3
Millennium Management
Millennium Management
New York
-$604K
4
HH
Hilltop Holdings
Texas
-$572K
5
OMC
Old Mission Capital
Illinois
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$474K +$129K +6,196 +37%
CAN
27
Cetera Advisor Networks
California
$459K +$95.9K +4,608 +26%
VF
28
Virtu Financial
New York
$451K +$450K +21,625 New
WI
29
Wintrust Investments
Illinois
$413K -$19.1K -918 -4%
CWA
30
Clarus Wealth Advisors
Arizona
$381K +$7.64K +367 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$345K +$344K +16,543 New
WP
32
WealthSource Partners
California
$333K +$332K +15,932 New
HCIA
33
Hochman Cole Investment Advisors
Illinois
$313K +$6.93K +333 +2%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$263K +$104 +5 +0%
RJA
35
Raymond James & Associates
Florida
$254K +$253K +12,156 New
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$229K +$229K +10,985 New
AIP
37
Almanack Investment Partners
Pennsylvania
$228K +$16.5K +791 +8%
LNC
38
Lincoln National Corp
Pennsylvania
$228K +$227K +10,921 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$217K +$216K +10,376 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$206K +$205K +9,849 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$175K +$58.7K +2,819 +51%
IDBONY
42
Israel Discount Bank of New York
New York
$103K +$103K +4,938 New
IA
43
IFP Advisors
Florida
$59K – – –
BCI
44
Brinker Capital Investments
Pennsylvania
$43K +$13.7K +660 +47%
IIC
45
Integrated Investment Consultants
Michigan
$35K +$35K +1,683 New
GWM
46
Geneos Wealth Management
Colorado
$34K – – –
S
47
SignatureFD
Georgia
$30K +$30K +1,442 New
TFA
48
Transamerica Financial Advisors
Florida
$19K +$18.7K +898 New
CFD
49
Creative Financial Designs
Indiana
$15K – – –
OIA
50
OneDigital Investment Advisors
Kansas
$7K – – –
1
2
3

FTGC Hedge Fund Activity: Q1 2018 in Review

52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2018, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FTGC positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.97M. The largest seller was Hays Advisory, cutting an estimated $3.78M.

  • 52 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2018, up from 47 in Q4 2017.
  • Funds reported $138M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2018, up 12% quarter-over-quarter.
  • 14 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2018 and 8 closed out, a net change of +6 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2018 was LPL Financial, an estimated $7.97M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2018 was Hays Advisory, an estimated $3.78M sold.

Based on aggregated 13F filings for Q1 2018.