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 273 institutions that hold shares in the stock, with a total of 82.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 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
|
$4.6 Million
3.26% of portfolio
|
Q1 2024
Added 17.45%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
180,899
shares
|
$4.5 Million
3.99% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
175,293
shares
|
$4.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
161,392
shares
|
$4.01 Million
1.48% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
144,878
shares
|
$3.6 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
142,050
shares
|
$3.53 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
141,380
shares
|
$3.51 Million
0.36% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
135,707
shares
|
$3.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
133,062
shares
|
$3.31 Million
0.0% of portfolio
|
Q2 2025
Added 36.04%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
125,574
shares
|
$3.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
121,462
shares
|
$3.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
121,238
shares
|
$3.01 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
121,031
shares
|
$3.01 Million
1.54% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
120,909
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
119,459
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
114,526
shares
|
$2.85 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,966
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
112,759
shares
|
$2.8 Million
0.2% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
111,547
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
108,676
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
104,850
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Added 65.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
101,674
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Added 211.47%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,904
shares
|
$2.48 Million
0.15% of portfolio
|
Q4 2023
Reduced 22.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
99,441
shares
|
$2.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
98,912
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|