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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
39,312
shares
|
$964,716
0.8% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,929
shares
|
$930,777
0.01% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
36,744
shares
|
$901,697
0.23% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
34,825
shares
|
$854,605
0.06% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,512
shares
|
$846,924
0.03% of portfolio
|
Q1 2025
Added 71.37%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
33,445
shares
|
$820,740
0.64% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
32,643
shares
|
$801,059
0.01% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
32,181
shares
|
$789,721
0.07% of portfolio
|
Q1 2023
Added 3.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
31,631
shares
|
$776,224
0.01% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
30,586
shares
|
$750,580
0.22% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
29,438
shares
|
$722,408
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,374
shares
|
$696,297
0.01% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
27,000
shares
|
$662,580
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
26,889
shares
|
$659,856
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
25,663
shares
|
$629,770
0.04% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
25,462
shares
|
$624,837
0.27% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
25,434
shares
|
$624,150
0.28% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
25,414
shares
|
$623,659
0.12% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
25,096
shares
|
$615,855
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
24,887
shares
|
$610,726
0.64% of portfolio
|
Q3 2022
Reduced 26.72%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
24,683
shares
|
$605,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
24,628
shares
|
$604,371
0.03% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
24,171
shares
|
$593,156
0.0% of portfolio
|
Q1 2025
Added 5696.4%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
23,782
shares
|
$583,610
0.02% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
23,521
shares
|
$577,205
0.56% of portfolio
|
Q1 2025
Added 0.33%
|