First Trust Global Tactical Commodity Strategy Fund
FTGC
52 hedge funds and large institutions have $138M invested in First Trust Global Tactical Commodity Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 8 closing their positions.
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $123M → $138M (+$14.4M)
11% more funds holding
Funds holding: 47 → 52 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.87% less ownership
Funds ownership: 65.81% → 64.93% (-0.87%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$7.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.86M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.63M |
Top Sellers
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$3.78M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$3.69M |
| 3 |
Millennium Management
New York
|
-$604K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$572K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | -$22.2K | -1,069 | -93% |
|
|
APA
52
American Portfolios Advisors
Holbrook,
New York
| $209 | – | – | – |
|
|
SI
53
SII Investments
Appleton,
Wisconsin
| – | -$7.93M | -382,732 | Closed |
|
|
DWM
54
Darwin Wealth Management
Tampa,
Florida
| – | -$3.69M | -178,050 | Closed |
|
|
HH
55
Hilltop Holdings
Dallas,
Texas
| – | -$572K | -27,600 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$436K | -21,030 | Closed |
|
|
PWA
57
Peterson Wealth Advisors
Orem,
Utah
| – | -$210K | -10,163 | Closed |
|
|
HT
58
Heritage Trust
Oklahoma City,
Oklahoma
| – | -$23K | -1,112 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$21K | -1,026 | Closed |
|
|
PA
60
Parallel Advisors
San Francisco,
California
| – | -$812 | -39 | Closed |
|
FTGC Hedge Fund Activity: Q1 2018 in Review
52 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q1 2018, worth a combined $138M — up 12% from $123M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FTGC positions and 8 closed out — a net gain of 6 holders — while 25 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.97M. The largest seller was Hays Advisory, cutting an estimated $3.78M.
- 52 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q1 2018, up from 47 in Q4 2017.
- Funds reported $138M of First Trust Global Tactical Commodity Strategy Fund stock for Q1 2018, up 12% quarter-over-quarter.
- 14 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q1 2018 and 8 closed out, a net change of +6 holders.
- The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q1 2018 was LPL Financial, an estimated $7.97M added.
- The largest First Trust Global Tactical Commodity Strategy Fund seller in Q1 2018 was Hays Advisory, an estimated $3.78M sold.
Based on aggregated 13F filings for Q1 2018.