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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
31,183
shares
|
$808,887
0.56% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
31,157
shares
|
$808,212
0.02% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
30,989
shares
|
$803,854
0.0% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
30,645
shares
|
$794,931
0.27% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
30,156
shares
|
$782,246
0.45% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
29,941
shares
|
$776,669
0.03% of portfolio
|
Q2 2025
Added 25.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
29,740
shares
|
$771,455
0.03% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
29,178
shares
|
$756,877
0.02% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
28,775
shares
|
$746,423
0.05% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
28,500
shares
|
$739,290
0.03% of portfolio
|
Q2 2025
Added 136.16%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,374
shares
|
$736,021
0.01% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,670
shares
|
$717,759
0.08% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
27,500
shares
|
$713,350
0.02% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,742
shares
|
$667,747
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
25,423
shares
|
$659,472
0.01% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
24,945
shares
|
$647,073
0.24% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
24,887
shares
|
$645,568
0.64% of portfolio
|
Q3 2022
Reduced 26.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
24,465
shares
|
$634,622
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
23,997
shares
|
$622,482
0.12% of portfolio
|
Q3 2025
Reduced 24.81%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
23,118
shares
|
$599,680
0.22% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
22,693
shares
|
$588,656
0.85% of portfolio
|
Q4 2022
Reduced 16.0%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
22,675
shares
|
$588,189
0.06% of portfolio
|
Q2 2025
Added 74.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,342
shares
|
$579,551
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
21,447
shares
|
$556,335
0.84% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
21,178
shares
|
$549,357
0.01% of portfolio
|
Q2 2025
Added 4.91%
|