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 293 institutions that hold shares in the stock, with a total of 81.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
363,227
shares
|
$8.91 Million
0.02% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
350,484
shares
|
$8.6 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
314,303
shares
|
$7.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
312,816
shares
|
$7.68 Million
2.24% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
312,635
shares
|
$7.67 Million
0.02% of portfolio
|
Q4 2024
Added 60.06%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
303,133
shares
|
$7.44 Million
3.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
289,921
shares
|
$7.11 Million
4.51% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
284,189
shares
|
$6.97 Million
3.81% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
277,699
shares
|
$6.81 Million
0.7% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
273,690
shares
|
$6.72 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
268,154
shares
|
$6.58 Million
0.65% of portfolio
|
Q4 2022
Reduced 41.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
251,269
shares
|
$6.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,211
shares
|
$6.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
251,132
shares
|
$6.16 Million
1.01% of portfolio
|
Q1 2025
Reduced 22.92%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
250,648
shares
|
$6.15 Million
0.33% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
249,674
shares
|
$6.13 Million
0.18% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
247,176
shares
|
$6.07 Million
1.72% of portfolio
|
Q1 2023
Added 70.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
246,391
shares
|
$6.05 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
239,510
shares
|
$5.88 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
237,958
shares
|
$5.84 Million
0.48% of portfolio
|
Q3 2023
Added 1.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
232,702
shares
|
$5.71 Million
0.29% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,593
shares
|
$5.61 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
223,403
shares
|
$5.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
221,480
shares
|
$5.44 Million
1.58% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
207,915
shares
|
$5.1 Million
0.09% of portfolio
|
Q1 2025
Added 15.67%
|