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First Trust Global Tactical Commodity Strategy Fund

63 hedge funds and large institutions have $152M invested in First Trust Global Tactical Commodity Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

46% more capital invested

Capital invested by funds: $104M → $152M (+$48.2M)

17% more funds holding

Funds holding: 5463 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.34% less ownership

Funds ownership: 65.07%63.73% (-1.3%)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
30
Reduced
10
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.3M +$9.57M +534,653 +61%
LPL Financial
2
LPL Financial
California
$26.7M +$7.34M +409,938 +42%
Morgan Stanley
3
Morgan Stanley
New York
$23.3M +$3.39M +189,427 +19%
UBS Group
4
UBS Group
Switzerland
$7.63M +$541K +30,224 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.45M -$71.6K -4,003 -1%
CAG
6
Csenge Advisory Group
Florida
$5.52M +$768K +42,883 +18%
Stifel Financial
7
Stifel Financial
Missouri
$5.06M +$2.84M +158,955 +155%
KCM
8
Karp Capital Management
California
$4.26M +$90.6K +5,064 +2%
AWM
9
AllSquare Wealth Management
New York
$3.63M -$28.5K -1,595 -0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.17M +$1.24M +69,524 +74%
Bank of America
11
Bank of America
North Carolina
$2.96M -$4.42M -246,815 -62%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.74M +$1.54M +86,275 +156%
JIP
13
Jaffetilchin Investment Partners
Florida
$2.5M +$1.8M +100,716 +351%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.49M -$160K -8,966 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.97M +$866K +48,393 +91%
CS
16
Comerica Securities
Michigan
$1.96M +$197K +11,019 +12%
KAS
17
Kestra Advisory Services
Texas
$1.83M +$200K +11,199 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.71M +$1.17M +65,252 +281%
SIG
19
Sargent Investment Group
Maryland
$1.55M +$598K +33,389 +71%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.27M +$86.8K +4,848 +8%
SPC
21
Sigma Planning Corp
Michigan
$1.21M +$1.12M +62,470 New
SPIA
22
Steward Partners Investment Advisory
New York
$1.21M +$557K +31,124 +100%
AFM
23
Andesa Financial Management
Pennsylvania
$1.19M +$557K +31,112 +102%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.06M +$54.8K +3,062 +6%
SAM
25
Secure Asset Management
Michigan
$928K +$354K +19,784 +70%

FTGC Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Global Tactical Commodity Strategy Fund (FTGC) for Q4 2020, worth a combined $152M — up 46% from $104M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FTGC positions and 5 closed out — a net gain of 10 holders — while 30 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.57M. The largest seller was Bank of America, cutting an estimated $4.42M.

  • 63 institutional investors held First Trust Global Tactical Commodity Strategy Fund (FTGC) as of Q4 2020, up from 54 in Q3 2020.
  • Funds reported $152M of First Trust Global Tactical Commodity Strategy Fund stock for Q4 2020, up 46% quarter-over-quarter.
  • 15 funds opened new First Trust Global Tactical Commodity Strategy Fund positions in Q4 2020 and 5 closed out, a net change of +10 holders.
  • The largest First Trust Global Tactical Commodity Strategy Fund buyer in Q4 2020 was Wells Fargo, an estimated $9.57M added.
  • The largest First Trust Global Tactical Commodity Strategy Fund seller in Q4 2020 was Bank of America, an estimated $4.42M sold.

Based on aggregated 13F filings for Q4 2020.