FTGC icon

First Trust Global Tactical Commodity Strategy Fund
FTGC

Overview Fund Activity

38 hedge funds and large institutions have $50.2M invested in First Trust Global Tactical Commodity Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 17 closing their positions.

Holders
38
Holders Change
-13
Holders Change %
-25.49%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
16
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Karp Capital Management
California
$2.96M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.51M
3
UBS Group
3
UBS Group
Switzerland
$4.25M
4
CAG
4
Csenge Advisory Group
Florida
$3.09M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$200K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.13M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$43K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$3.54M
4
AAS
4
Avantax Advisory Services
Texas
$0
5
IA
5
IFP Advisors
Florida
$19K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$8.13M 523,304 -295,359 -36%
Morgan Stanley
2
Morgan Stanley
New York
$7.51M 483,375 +112,610 +30%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.29M 404,358 -14,497 -3%
UBS Group
4
UBS Group
Switzerland
$4.25M 273,373 +53,223 +24%
BCI
5
Brinker Capital Investments
Pennsylvania
$3.54M 227,593 -92,103 -29%
CAG
6
Csenge Advisory Group
Florida
$3.09M 198,568 +39,937 +25%
AWM
7
AllSquare Wealth Management
New York
$3.07M 197,141 -16,422 -8%
KCM
8
Karp Capital Management
California
$2.96M 190,236 +190,236 New
Bank of America
9
Bank of America
North Carolina
$2.78M 178,695 -57,545 -24%
LPL Financial
10
LPL Financial
California
$1.27M 81,710 -16,173 -17%
OPS
11
Orion Portfolio Solutions
Nebraska
$863K 55,514 +9,999 +22%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$767K 49,361 +3,489 +8%
SFG
13
SNS Financial Group
Minnesota
$725K 46,637 -6,852 -13%
Stifel Financial
14
Stifel Financial
Missouri
$712K 45,761 +9,347 +26%
FEG
15
Financial Enhancement Group
Indiana
$628K 40,371 +4,095 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$624K 40,154 +4,876 +14%
CWA
17
Clarus Wealth Advisors
Arizona
$550K 34,530 +2,075 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$380K 24,363 -13,020 -35%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$293K 12,371 – –
Creative Planning
20
Creative Planning
Kansas
$252K 16,180 – –
FAAS
21
First Allied Advisory Services
California
$228K 14,664 -4,323 -23%
JIP
22
Jaffetilchin Investment Partners
Florida
$200K 12,844 +12,844 New
CA
23
Continuum Advisory
Idaho
$188K 12,019 -16,427 -58%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$179K 11,526 -2,186 -16%
MA
25
Mutual Advisors
Nebraska
$179K 11,518 -93 -0.8%
1
2 3