Institutional Ownership First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 82 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
37,728,298
shares
|
$938 Million
0.22% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,378,001
shares
|
$233 Million
0.02% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,693,294
shares
|
$66.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
2,097,516
shares
|
$52.1 Million
7.03% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,485,684
shares
|
$36.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,218,514
shares
|
$30.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,061,526
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
929,869
shares
|
$23.1 Million
4.73% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
921,393
shares
|
$22.9 Million
0.14% of portfolio
|
Q1 2025
Added 838.4%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
907,795
shares
|
$22.6 Million
1.39% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
807,532
shares
|
$20.1 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
724,584
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
677,793
shares
|
$16.8 Million
3.37% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
670,056
shares
|
$16.7 Million
0.87% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
644,831
shares
|
$16 Million
0.0% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
607,725
shares
|
$15.1 Million
0.05% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
601,715
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
586,384
shares
|
$14.6 Million
0.2% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
582,536
shares
|
$14.5 Million
0.04% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
532,453
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2025
Added 70.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,342
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
465,322
shares
|
$11.6 Million
7.24% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
446,745
shares
|
$11.1 Million
2.8% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
396,177
shares
|
$9.84 Million
3.48% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
392,540
shares
|
$9.75 Million
4.61% of portfolio
|
Q2 2025
Added 2.83%
|