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First Trust Global Tactical Commodity Strategy Fund
FTGC

55 hedge funds and large institutions have $118M invested in First Trust Global Tactical Commodity Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

12% more capital invested

Capital invested by funds: $105M → $118M (+$12.7M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7.62% more ownership

Funds ownership: 63.79% → 71.41% (+7.6%)

2% more funds holding

Funds holding: 54 → 55 (+1)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
19
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$3.22M
2
Wells Fargo
Wells Fargo
California
+$2.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.54M
4
AAS
Avantax Advisory Services
Texas
+$1.46M
5
GFPC
Global Financial Private Capital
Florida
+$1.09M

Top Sellers

1
CS
Comerica Securities
Michigan
-$3.65M
2
Victory Capital Management
Victory Capital Management
Texas
-$1.31M
3
Morgan Stanley
Morgan Stanley
New York
-$879K
4
CAN
Cetera Advisor Networks
California
-$797K
5
UBS Group
UBS Group
Switzerland
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$483K +$629 +34 +0.1%
Jane Street
27
Jane Street
New York
$463K -$245K -13,222 -35%
PAG
28
Private Advisor Group
New Jersey
$452K +$442K +23,882 New
RJA
29
Raymond James & Associates
Florida
$379K -$17.8K -961 -5%
RA
30
RFG Advisory
Alabama
$371K -$221K -11,956 -38%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$362K +$352K +19,042 New
CFGS
32
Concourse Financial Group Securities
Alabama
$358K +$282K +15,230 +412%
LSPW
33
Lake Street Private Wealth
Illinois
$328K -$23.2K -1,255 -7%
SPC
34
Sigma Planning Corp
Michigan
$316K +$109K +5,877 +54%
Creative Planning
35
Creative Planning
Kansas
$306K -$33.3K -1,800 -10%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$298K +$67K +3,620 +30%
AWM
37
AE Wealth Management
Kansas
$294K +$75.8K +4,096 +36%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$293K – – –
CAN
39
Cetera Advisor Networks
California
$289K -$797K -43,071 -74%
SS
40
Simplicity Solutions
Minnesota
$260K -$72.7K -3,928 -22%
MA
41
Mutual Advisors
Nebraska
$238K -$22.3K -1,206 -9%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$237K +$232K +12,523 New
Stifel Financial
43
Stifel Financial
Missouri
$209K -$5.35K -289 -2%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$208K +$61.8K +3,343 +44%
SF
45
Synovus Financial
Georgia
$95K +$94.8K +5,125 New
Citigroup
46
Citigroup
New York
$51K -$102K -5,493 -67%
GWM
47
Geneos Wealth Management
Colorado
$27K – – –
PB
48
Pinnacle Bancorp
Nebraska
$14K – – –
SFA
49
Semmax Financial Advisors
North Carolina
$10K – – –
AWA
50
Arkadios Wealth Advisors
Georgia
$8.64K +$8.97K +485 New
1
2
3

FTGC Hedge Fund Activity: Q4 2019 in Review

55 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2019, worth a combined $118M — up 12% from $105M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTGC positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $3.22M. The largest seller was Comerica Securities, exiting entirely with an estimated $3.65M sold.

  • 55 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2019, up from 54 in Q3 2019.
  • Funds reported $118M of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2019, up 12% quarter-over-quarter.
  • 10 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2019 and 9 closed out, a net change of +1 holder.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2019 was Brinker Capital Investments, an estimated $3.22M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2019 was Comerica Securities, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2019.