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First Trust Global Tactical Commodity Strategy Fund
FTGC

54 hedge funds and large institutions have $105M invested in First Trust Global Tactical Commodity Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $108M → $105M (-$3.25M)

1.63% less ownership

Funds ownership: 65.42% → 63.79% (-1.6%)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
15
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.57M
2
Victory Capital Management
Victory Capital Management
Texas
+$1.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.19M
4
Jane Street
Jane Street
New York
+$689K
5
Bank of America
Bank of America
North Carolina
+$511K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.71M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.35M
3
USAA
United Services Automobile Association
Texas
-$1.34M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$992K
5
LPL Financial
LPL Financial
California
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Continuum Advisory
Idaho
$516K – – –
CA
27
Cetera Advisors
Colorado
$463K -$38.8K -2,125 -8%
APA
28
American Portfolios Advisors
New York
$392K +$35.8K +1,960 +10%
RJA
29
Raymond James & Associates
Florida
$381K +$31.1K +1,704 +9%
LSPW
30
Lake Street Private Wealth
Illinois
$338K +$340K +18,606 New
Creative Planning
31
Creative Planning
Kansas
$326K -$57.5K -3,150 -15%
SS
32
Simplicity Solutions
Minnesota
$321K -$107K -5,884 -25%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$293K – – –
MA
34
Mutual Advisors
Nebraska
$250K +$252K +13,798 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$221K +$10.1K +553 +5%
Stifel Financial
36
Stifel Financial
Missouri
$210K +$5.06K +277 +2%
AWM
37
AE Wealth Management
Kansas
$207K -$37.9K -2,077 -15%
AT
38
Arden Trust
Delaware
$204K -$37.9K -2,075 -16%
SPC
39
Sigma Planning Corp
Michigan
$196K +$197K +10,799 New
Citigroup
40
Citigroup
New York
$149K +$149K +8,182 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$139K +$31.1K +1,703 +29%
CFGS
42
Concourse Financial Group Securities
Alabama
$67K -$296K -16,192 -81%
SPIA
43
Steward Partners Investment Advisory
New York
$30K -$6.43K -352 -17%
GWM
44
Geneos Wealth Management
Colorado
$26K – – –
PB
45
Pinnacle Bancorp
Nebraska
$14K – – –
SB
46
Strategic Blueprint
Georgia
$14K +$14.2K +779 New
SFA
47
Semmax Financial Advisors
North Carolina
$10K – – –
GFPC
48
Global Financial Private Capital
Florida
$9K – – –
CCMW
49
Cypress Capital Management (Wyoming)
Wyoming
$6K +$5.84K +320 New
CAC
50
Certified Advisory Corp
Florida
$5K -$3.67K -201 -44%
1
2
3

FTGC Hedge Fund Activity: Q3 2019 in Review

54 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2019, worth a combined $105M — down 3% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTGC positions and 10 closed out — a net gain of 1 holder — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.57M. The largest seller was Morgan Stanley, cutting an estimated $3.71M.

  • 54 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2019, up from 53 in Q2 2019.
  • Funds reported $105M of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2019, down 3% quarter-over-quarter.
  • 11 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2019 was Wells Fargo, an estimated $5.57M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.71M sold.

Based on aggregated 13F filings for Q3 2019.