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 |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
185,076
shares
|
$4.54 Million
3.26% of portfolio
|
Q1 2024
Added 17.45%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
180,899
shares
|
$4.44 Million
3.99% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
152,096
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 227.79%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
145,635
shares
|
$3.57 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
145,028
shares
|
$3.56 Million
2.36% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
135,973
shares
|
$3.34 Million
0.08% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
134,454
shares
|
$3.3 Million
0.38% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
133,909
shares
|
$3.29 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
128,943
shares
|
$3.16 Million
0.06% of portfolio
|
Q4 2022
Reduced 11.96%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
126,286
shares
|
$3.1 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
122,835
shares
|
$3.01 Million
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
122,306
shares
|
$3 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
121,641
shares
|
$2.99 Million
1.75% of portfolio
|
Q1 2025
Added 281.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
120,963
shares
|
$2.97 Million
0.55% of portfolio
|
Q1 2025
Added 328.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
120,909
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
120,669
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.84%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
118,604
shares
|
$2.91 Million
0.04% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
116,774
shares
|
$2.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
116,096
shares
|
$2.85 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
115,682
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Added 82.49%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
115,404
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,966
shares
|
$2.8 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
104,772
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
102,464
shares
|
$2.51 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
101,406
shares
|
$2.49 Million
0.21% of portfolio
|
Q1 2025
Added 5.64%
|