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First Trust Global Tactical Commodity Strategy Fund
FTGC

57 hedge funds and large institutions have $217M invested in First Trust Global Tactical Commodity Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

58% more capital invested

Capital invested by funds: $138M → $217M (+$79.7M)

10% more funds holding

Funds holding: 52 → 57 (+5)

5.96% more ownership

Funds ownership: 64.93% → 70.9% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
31
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$35M
2
GFPC
Global Financial Private Capital
Florida
+$19.3M
3
Bank of America
Bank of America
North Carolina
+$5.08M
4
Morgan Stanley
Morgan Stanley
New York
+$3.93M
5
RWP
RWA Wealth Partners
Massachusetts
+$3.91M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.83M
2
Millennium Management
Millennium Management
New York
-$1.15M
3
PCP
Proficio Capital Partners
Massachusetts
-$1.05M
4
SWP
Stratos Wealth Partners
Ohio
-$906K
5
HA
Hays Advisory
Tennessee
-$697K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
51
Premia Global Advisors
Florida
$60K +$61.6K +2,904 New
TFA
52
Transamerica Financial Advisors
Florida
$52K +$34.2K +1,611 +179%
GWM
53
Geneos Wealth Management
Colorado
$51K +$17.5K +823 +49%
SWP
54
Strategic Wealth Partners
Ohio
$14K +$14.2K +667 New
PCP
55
Proficio Capital Partners
Massachusetts
$7K -$1.05M -49,407 -99%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2K – – –
WI
57
Wintrust Investments
Illinois
– -$413K -19,791 Closed
Citadel Advisors
58
Citadel Advisors
Florida
– -$345K -16,543 Closed
JMPWA
59
JP Morgan Private Wealth Advisors
California
– -$263K -12,591 Closed
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$175K -8,365 Closed
IIC
61
Integrated Investment Consultants
Michigan
– -$35K -1,683 Closed
S
62
SignatureFD
Georgia
– -$30K -1,442 Closed
CFD
63
Creative Financial Designs
Indiana
– -$15K -730 Closed
APA
64
American Portfolios Advisors
New York
– -$209 -10 Closed
Citigroup
65
Citigroup
New York
– +$361 +17 New
1 2
3

FTGC Hedge Fund Activity: Q2 2018 in Review

57 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q2 2018, worth a combined $217M — up 58% from $138M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTGC positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $35M. The largest seller was Wells Fargo, cutting an estimated $1.83M.

  • 57 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q2 2018, up from 52 in Q1 2018.
  • Funds reported $217M of First Trust Global Tactical Commodity Strategy Fund stock for Q2 2018, up 58% quarter-over-quarter.
  • 13 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q2 2018 and 8 closed out, a net change of +5 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q2 2018 was Brinker Capital Investments, an estimated $35M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q2 2018 was Wells Fargo, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2018.