We are live on ! Find out more
FTGC icon

First Trust Global Tactical Commodity Strategy Fund

47 hedge funds and large institutions have $123M invested in First Trust Global Tactical Commodity Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $107M → $123M (+$16M)

4% more funds holding

Funds holding: 4547 (+2)

3.33% more ownership

Funds ownership: 62.48%65.81% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
21
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.9M -$875K -42,807 -5%
HA
2
Hays Advisory
Tennessee
$16.1M -$5.85M -286,296 -27%
Bank of America
3
Bank of America
North Carolina
$12.4M +$3.66M +179,038 +43%
Wells Fargo
4
Wells Fargo
California
$8.17M +$1.17M +57,150 +17%
SI
5
SII Investments
Wisconsin
$7.93M +$7.83M +382,732 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.77M +$6.12M +299,293 +394%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.71M +$46.8K +2,287 +0.6%
UBS Group
8
UBS Group
Switzerland
$7.44M +$1.08M +52,907 +17%
CS
9
Comerica Securities
Michigan
$4.87M +$59.3K +2,901 +1%
AWM
10
AllSquare Wealth Management
New York
$4.63M +$56.2K +2,747 +1%
USAA
11
United Services Automobile Association
Texas
$4.57M
DWM
12
Darwin Wealth Management
Florida
$3.69M +$3.64M +178,050 New
AG
13
Advisor Group
Arizona
$2.62M +$694K +33,949 +37%
Millennium Management
14
Millennium Management
New York
$2.33M -$2.56M -125,321 -53%
AI
15
Atria Investments
North Carolina
$2.08M +$140K +6,868 +7%
FHA
16
First Horizon Advisors
Tennessee
$1.88M -$332K -16,231 -15%
Jane Street
17
Jane Street
New York
$1.31M +$1.07M +52,557 +482%
SFG
18
SNS Financial Group
Minnesota
$1.31M -$89.4K -4,372 -6%
Stifel Financial
19
Stifel Financial
Missouri
$958K -$130K -6,343 -12%
LPL Financial
20
LPL Financial
California
$796K +$68.8K +3,363 +10%
VAM
21
Visionary Asset Management
Texas
$778K -$91.2K -4,458 -11%
FAAS
22
First Allied Advisory Services
California
$702K +$698K +34,139 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$641K +$331K +16,174 +109%
HH
24
Hilltop Holdings
Texas
$572K +$564K +27,600 New
Creative Planning
25
Creative Planning
Kansas
$483K -$94.6K -4,625 -17%

FTGC Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2017, worth a combined $123M — up 15% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTGC positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was SII Investments, opening a new position worth an estimated $7.83M. The largest seller was Hays Advisory, cutting an estimated $5.85M.

  • 47 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $123M of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2017, up 15% quarter-over-quarter.
  • 9 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2017 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2017 was SII Investments, an estimated $7.83M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2017 was Hays Advisory, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2017.