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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
175,293
shares
|
$4.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
160,694
shares
|
$4.17 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
144,878
shares
|
$3.76 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
|
$3.68 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
141,380
shares
|
$3.67 Million
0.36% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
137,877
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
135,707
shares
|
$3.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
127,493
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
125,574
shares
|
$3.26 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
121,462
shares
|
$3.15 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
121,031
shares
|
$3.14 Million
1.54% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
120,909
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
114,526
shares
|
$2.97 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
|
$2.96 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
|
$2.92 Million
0.2% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
111,547
shares
|
$2.89 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
108,676
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
104,850
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2025
Added 65.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,904
shares
|
$2.59 Million
0.15% of portfolio
|
Q4 2023
Reduced 22.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
99,441
shares
|
$2.58 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
98,912
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
97,811
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
97,580
shares
|
$2.53 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
95,496
shares
|
$2.48 Million
1.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
94,995
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.68%
|