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 270 institutions that hold shares in the stock, with a total of 80 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,326,643
shares
|
$968 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,756,524
shares
|
$279 Million
0.02% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,693,294
shares
|
$69.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,471,871
shares
|
$38.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,232,465
shares
|
$32 Million
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
975,708
shares
|
$25.3 Million
0.13% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
929,869
shares
|
$24.1 Million
4.73% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
903,864
shares
|
$23.4 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
807,532
shares
|
$20.9 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
733,284
shares
|
$19 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
677,793
shares
|
$17.6 Million
3.37% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
670,056
shares
|
$17.4 Million
0.87% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
655,532
shares
|
$17 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
644,831
shares
|
$16.7 Million
0.0% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
601,715
shares
|
$15.6 Million
0.01% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
592,500
shares
|
$15.4 Million
0.2% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
586,879
shares
|
$15.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
582,536
shares
|
$15.1 Million
0.04% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
519,211
shares
|
$13.5 Million
0.1% of portfolio
|
Q2 2025
Added 65.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,342
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 03, 2025 Q3 2025 |
451,566
shares
|
$11.7 Million
6.07% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
446,745
shares
|
$11.6 Million
2.8% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
413,620
shares
|
$10.7 Million
4.61% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
396,177
shares
|
$10.3 Million
3.48% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
379,476
shares
|
$9.84 Million
0.02% of portfolio
|
Q2 2025
Added 4.47%
|