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 294 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 $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
37,728,298
shares
|
$912 Million
0.22% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,378,001
shares
|
$227 Million
0.02% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,861,014
shares
|
$69.2 Million
0.03% of portfolio
|
Q1 2025
Added 24.88%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
2,097,516
shares
|
$50.7 Million
7.03% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,485,684
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,218,514
shares
|
$29.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,061,526
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
921,393
shares
|
$22.3 Million
0.14% of portfolio
|
Q1 2025
Added 838.4%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
902,478
shares
|
$21.8 Million
3.38% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
884,476
shares
|
$21.4 Million
1.53% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
768,422
shares
|
$18.6 Million
0.03% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
666,770
shares
|
$16.1 Million
0.94% of portfolio
|
Q1 2025
Added 76.04%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
568,534
shares
|
$13.7 Million
0.22% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
562,639
shares
|
$13.6 Million
0.05% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
560,277
shares
|
$13.5 Million
0.06% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
554,022
shares
|
$13.4 Million
0.46% of portfolio
|
Q1 2025
Added 9621.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
540,494
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
496,844
shares
|
$12 Million
2.81% of portfolio
|
Q1 2025
Added 192.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,342
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
483,672
shares
|
$11.7 Million
3.35% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
467,027
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
431,861
shares
|
$10.4 Million
6.26% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
396,177
shares
|
$9.58 Million
3.48% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
381,744
shares
|
$9.23 Million
5.52% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
376,273
shares
|
$9.1 Million
0.85% of portfolio
|
Q1 2025
New holding
|