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 261 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
287,825
shares
|
$6.69 Million
0.18% of portfolio
|
Q3 2024
Added 226.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
268,154
shares
|
$6.24 Million
0.65% of portfolio
|
Q4 2022
Reduced 41.21%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
259,430
shares
|
$6.03 Million
2.63% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,211
shares
|
$5.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
248,394
shares
|
$5.78 Million
0.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
247,176
shares
|
$5.75 Million
1.72% of portfolio
|
Q1 2023
Added 70.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
246,391
shares
|
$5.73 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
239,622
shares
|
$5.57 Million
1.17% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
239,510
shares
|
$5.57 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
237,958
shares
|
$5.53 Million
0.48% of portfolio
|
Q3 2023
Added 1.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
234,644
shares
|
$5.46 Million
0.03% of portfolio
|
Q3 2024
Reduced 59.52%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
206,819
shares
|
$4.81 Million
0.24% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
201,613
shares
|
$4.69 Million
0.12% of portfolio
|
Q3 2024
Added 25.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
199,705
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
196,906
shares
|
$4.58 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
195,967
shares
|
$4.56 Million
2.58% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
188,154
shares
|
$4.38 Million
0.09% of portfolio
|
Q3 2024
Added 74.51%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
187,585
shares
|
$4.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
185,076
shares
|
$4.3 Million
3.26% of portfolio
|
Q1 2024
Added 17.45%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
180,899
shares
|
$4.21 Million
3.99% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
179,657
shares
|
$4.18 Million
1.32% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
169,329
shares
|
$3.94 Million
1.62% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
155,585
shares
|
$3.62 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
155,503
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Added 1565.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
153,229
shares
|
$3.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.0%
|