We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund

59 hedge funds and large institutions have $115M invested in First Trust Global Tactical Commodity Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $120M → $115M (-$5.01M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

1.15% less ownership

Funds ownership: 69.12%67.97% (-1.1%)

9% less funds holding

Funds holding: 6559 (-6)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
21
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
26
Arden Trust
Delaware
$618K +$83.1K +4,449 +16%
CAM
27
Concorde Asset Management
Michigan
$582K +$6.54K +350 +1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$516K +$71.5K +3,828 +16%
RJA
29
Raymond James & Associates
Florida
$459K -$129K -6,891 -22%
RA
30
RFG Advisory
Alabama
$425K +$426K +22,805 New
MIAN
31
Mariner Independent Advisor Network
Kansas
$419K +$10.9K +581 +3%
Creative Planning
32
Creative Planning
Kansas
$396K -$42K -2,250 -10%
CA
33
Cetera Advisors
Colorado
$385K -$719K -38,488 -65%
VC
34
Voit & Company
Wisconsin
$356K +$39.7K +2,123 +13%
Jane Street
35
Jane Street
New York
$345K +$344K +18,416 New
CWA
36
Clarus Wealth Advisors
Arizona
$342K +$14K +750 +4%
CFGS
37
Concourse Financial Group Securities
Alabama
$313K +$64K +3,428 +26%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$293K +$231K +12,371 New
JIP
39
Jaffetilchin Investment Partners
Florida
$254K -$317K -16,983 -56%
Stifel Financial
40
Stifel Financial
Missouri
$250K +$251K +13,449 New
MML Investors Services
41
MML Investors Services
Massachusetts
$237K -$10.2K -544 -4%
SWP
42
Stratos Wealth Partners
Ohio
$234K -$16.5K -885 -7%
SPIA
43
Steward Partners Investment Advisory
New York
$228K -$46.9K -2,511 -17%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$206K +$205K +10,993 New
AWM
45
AE Wealth Management
Kansas
$202K -$116K -6,227 -37%
SCA
46
Snowden Capital Advisors
New York
$196K +$196K +10,466 New
PGA
47
Premia Global Advisors
Florida
$110K +$111K +5,922 New
SHIM
48
Stone House Investment Management
Pennsylvania
$93K +$92.3K +4,939 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$72K -$9.36K -501 -12%
GWM
50
Geneos Wealth Management
Colorado
$26K

FTGC Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2019, worth a combined $115M — down 4.2% from $120M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FTGC and 12 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was UBS Group, adding an estimated $2.72M. The largest seller was LPL Financial, cutting an estimated $5.83M.

  • 59 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2019, down from 65 in Q4 2018.
  • Funds reported $115M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2019, down 4.2% quarter-over-quarter.
  • 12 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2019 and 18 closed out, a net change of -6 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2019 was UBS Group, an estimated $2.72M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2019 was LPL Financial, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2019.