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First Trust Global Tactical Commodity Strategy Fund
FTGC

57 hedge funds and large institutions have $217M invested in First Trust Global Tactical Commodity Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

58% more capital invested

Capital invested by funds: $138M → $217M (+$79.7M)

10% more funds holding

Funds holding: 52 → 57 (+5)

5.96% more ownership

Funds ownership: 64.93% → 70.9% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
31
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$35M
2
GFPC
Global Financial Private Capital
Florida
+$19.3M
3
Bank of America
Bank of America
North Carolina
+$5.08M
4
Morgan Stanley
Morgan Stanley
New York
+$3.93M
5
RWP
RWA Wealth Partners
Massachusetts
+$3.91M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.83M
2
Millennium Management
Millennium Management
New York
-$1.15M
3
PCP
Proficio Capital Partners
Massachusetts
-$1.05M
4
SWP
Stratos Wealth Partners
Ohio
-$906K
5
HA
Hays Advisory
Tennessee
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
First Horizon Advisors
Tennessee
$1.25M -$246K -11,608 -16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.01M +$830K +39,135 +397%
FEG
28
Financial Enhancement Group
Indiana
$967K +$992K +46,750 New
HCIA
29
Hochman Cole Investment Advisors
Illinois
$958K +$665K +31,333 +209%
VF
30
Virtu Financial
New York
$778K +$339K +15,983 +74%
RJA
31
Raymond James & Associates
Florida
$771K +$532K +25,095 +206%
JIP
32
Jaffetilchin Investment Partners
Florida
$749K +$769K +36,223 New
VAM
33
Visionary Asset Management
Texas
$661K -$28.7K -1,354 -4%
Millennium Management
34
Millennium Management
New York
$610K -$1.15M -54,225 -65%
Creative Planning
35
Creative Planning
Kansas
$513K +$29.2K +1,375 +6%
CAN
36
Cetera Advisor Networks
California
$490K +$36.1K +1,703 +8%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$480K +$272K +12,813 +123%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$474K – – –
CWA
39
Clarus Wealth Advisors
Arizona
$381K – – –
MIAN
40
Mariner Independent Advisor Network
Kansas
$348K +$360K +16,945 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$347K +$123K +5,785 +53%
SWP
42
Stratos Wealth Partners
Ohio
$342K -$906K -42,705 -72%
AIP
43
Almanack Investment Partners
Pennsylvania
$335K +$112K +5,279 +48%
SS
44
Simplicity Solutions
Minnesota
$280K +$287K +13,547 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$278K +$285K +13,416 New
LNC
46
Lincoln National Corp
Pennsylvania
$276K +$51.4K +2,420 +22%
EWF
47
Epstein & White Financial
California
$204K +$210K +9,879 New
IDBONY
48
Israel Discount Bank of New York
New York
$102K – – –
IA
49
IFP Advisors
Florida
$68K +$9.34K +440 +15%
OIA
50
OneDigital Investment Advisors
Kansas
$67K +$62K +2,922 +835%
1
2
3

FTGC Hedge Fund Activity: Q2 2018 in Review

57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2018, worth a combined $217M — up 58% from $138M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTGC positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35M. The largest seller was Wells Fargo, cutting an estimated $1.83M.

  • 57 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2018, up from 52 in Q1 2018.
  • Funds reported $217M of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2018, up 58% quarter-over-quarter.
  • 13 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2018 and 8 closed out, a net change of +5 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $35M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2018 was Wells Fargo, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2018.