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First Trust Global Tactical Commodity Strategy Fund
FTGC

54 hedge funds and large institutions have $104M invested in First Trust Global Tactical Commodity Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

107% more capital invested

Capital invested by funds: $50.2M → $104M (+$53.7M)

42% more funds holding

Funds holding: 38 → 54 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.28% less ownership

Funds ownership: 69.35% → 65.07% (-4.3%)

Holders
54
Holders Change
+16
Holders Change %
+42.11%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
19
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.9M
2
Morgan Stanley
Morgan Stanley
New York
+$8.86M
3
Wells Fargo
Wells Fargo
California
+$5.91M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$1.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$246K
3
FTUS
Flow Traders U.S.
New York
-$161K
4
AWM
AllSquare Wealth Management
New York
-$128K
5
SFG
SNS Financial Group
Minnesota
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$571K +$538K +32,206 +2,746%
SPIA
27
Steward Partners Investment Advisory
New York
$531K +$516K +30,884 +8,347%
GWSG
28
GPS Wealth Strategies Group
Colorado
$523K +$515K +30,830 New
AFM
29
Andesa Financial Management
Pennsylvania
$518K +$509K +30,490 New
JIP
30
Jaffetilchin Investment Partners
Florida
$487K +$264K +15,836 +123%
SAM
31
Secure Asset Management
Michigan
$480K +$472K +28,242 New
Jane Street
32
Jane Street
New York
$415K +$408K +24,421 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$394K +$195K +11,704 +102%
RJA
34
Raymond James & Associates
Florida
$353K +$347K +20,806 New
GVAG
35
Great Valley Advisor Group
Delaware
$294K +$289K +17,310 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$293K – – –
Creative Planning
37
Creative Planning
Kansas
$275K – – –
FAAS
38
First Allied Advisory Services
California
$246K -$3.11K -186 -1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$214K +$210K +12,600 New
MA
40
Mutual Advisors
Nebraska
$211K +$15.6K +937 +8%
CA
41
Continuum Advisory
Idaho
$202K – – –
CCM
42
Chiron Capital Management
Florida
$200K +$197K +11,800 New
AAS
43
Avantax Advisory Services
Texas
$192K +$188K +11,243 New
CFGS
44
Concourse Financial Group Securities
Alabama
$184K +$121K +7,255 +203%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$181K +$178K +10,679 New
CAN
46
Cetera Advisor Networks
California
$176K +$17.6K +1,052 +11%
Citigroup
47
Citigroup
New York
$59K +$44.6K +2,671 +321%
GI
48
Gradient Investments
Minnesota
$39K +$38.1K +2,281 New
GWM
49
Geneos Wealth Management
Colorado
$24K – – –
PFS
50
Prospera Financial Services
Texas
$24K +$24K +1,440 New
1
2
3

FTGC Hedge Fund Activity: Q3 2020 in Review

54 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q3 2020, worth a combined $104M — up 107% from $50.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FTGC positions and 5 closed out — a net gain of 16 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.9M. The largest seller was Brinker Capital Investments, cutting an estimated $1.5M.

  • 54 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q3 2020, up from 38 in Q2 2020.
  • Funds reported $104M of First Trust Global Tactical Commodity Strategy Fund stock for Q3 2020, up 107% quarter-over-quarter.
  • 21 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q3 2020 and 5 closed out, a net change of +16 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q3 2020 was LPL Financial, an estimated $14.9M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q3 2020 was Brinker Capital Investments, an estimated $1.5M sold.

Based on aggregated 13F filings for Q3 2020.