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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
SPIA
51
Steward Partners Investment Advisory
New York
$7K -$24.5K -1,325 -78%
NFG
52
Next Financial Group
Texas
$6K +$629 +34 +13%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.62K +250 New
GWMIA
54
Global Wealth Management Investment Advisory
Florida
$4K – – –
LAS
55
Lloyd Advisory Services
Georgia
$3K +$2.79K +151 New
CS
56
Comerica Securities
Michigan
– -$3.65M -200,842 Closed
Victory Capital Management
57
Victory Capital Management
Texas
– -$1.31M -72,300 Closed
APA
58
American Portfolios Advisors
New York
– -$392K -21,611 Closed
AT
59
Arden Trust
Delaware
– -$204K -11,259 Closed
SB
60
Strategic Blueprint
Georgia
– -$14K -779 Closed
CCMW
61
Cypress Capital Management (Wyoming)
Wyoming
– -$6K -320 Closed
CAC
62
Certified Advisory Corp
Florida
– -$5K -251 Closed
CIAS
63
Capital Investment Advisory Services
North Carolina
– -$1K -45 Closed
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.