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First Trust Global Tactical Commodity Strategy Fund
FTGC

55 hedge funds and large institutions have $138M invested in First Trust Global Tactical Commodity Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67.3% more ownership

Funds ownership: 0% → 67.3% (+67%)

0% more funds holding

Funds holding: 55 → 55 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $186M → $138M (-$47.9M)

62% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 29

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
11
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HA
Hays Advisory
Tennessee
+$26.8M
2
LPT
Legacy Private Trust
Wisconsin
+$6.7M
3
DWM
Darwin Wealth Management
Florida
+$2.81M
4
SWP
Stratos Wealth Partners
Ohio
+$1.79M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25M

Top Sellers

1
EMA
Efficient Market Advisors
California
-$35.2M
2
Morgan Stanley
Morgan Stanley
New York
-$14M
3
DCM
DeGreen Capital Management
Arizona
-$10.2M
4
UBS Group
UBS Group
Switzerland
-$5.97M
5
Stifel Financial
Stifel Financial
Missouri
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$2K – – –
BTIS
52
BB&T Investment Services
North Carolina
$2K +$2.11K +103 New
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$695 +34 New
GRP
54
Global Retirement Partners
California
$1K +$736 +36 New
PA
55
Parallel Advisors
California
$1K +$797 +39 New
DCM
56
DeGreen Capital Management
Arizona
– -$10.2M -495,231 Closed
RCA
57
Rowland Carmichael Advisors
Arizona
– -$864K -41,960 Closed
OC
58
Oppenheimer & Co
New York
– -$649K -31,545 Closed
UCFA
59
United Capital Financial Advisors
Texas
– -$394K -19,130 Closed
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
– -$327K -15,865 Closed
V
61
Veritable
Delaware
– -$304K -14,789 Closed
DAS
62
Dynamic Advisor Solutions
Arizona
– -$267K -12,959 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$6K -300 Closed
IWMPD
64
Integrated Wealth Management (Palm Desert)
California
– -$1K -42 Closed
1 2
3

FTGC Hedge Fund Activity: Q4 2016 in Review

55 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2016, worth a combined $138M — down 26% from $186M a quarter earlier.

Fund positioning in FTGC was balanced in Q4 2016: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 29 trimmed.

The largest buyer was Hays Advisory, opening a new position worth an estimated $26.8M. The largest seller was Efficient Market Advisors, cutting an estimated $35.2M.

  • 55 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $138M of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2016, down 26% quarter-over-quarter.
  • 9 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2016 and 9 closed out, a net change of 0 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2016 was Hays Advisory, an estimated $26.8M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2016 was Efficient Market Advisors, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2016.