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 275 institutions that hold shares in the stock, with a total of 75.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
160,866
shares
|
$3.85 Million
2.26% of portfolio
|
Q1 2024
Added 10.51%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
159,225
shares
|
$3.81 Million
0.15% of portfolio
|
Q4 2023
Reduced 10.79%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
153,077
shares
|
$3.66 Million
2.15% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
148,380
shares
|
$3.55 Million
0.1% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
144,823
shares
|
$3.46 Million
0.57% of portfolio
|
Q1 2024
Reduced 10.22%
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
143,783
shares
|
$3.44 Million
0.76% of portfolio
|
Q1 2024
Reduced 10.3%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
May 10, 2024 Q1 2024 |
143,441
shares
|
$3.43 Million
1.34% of portfolio
|
Q1 2024
Added 9.4%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
141,772
shares
|
$3.39 Million
0.04% of portfolio
|
Q1 2024
Reduced 9.29%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
141,355
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2024
Added 64.68%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
137,246
shares
|
$3.28 Million
0.19% of portfolio
|
Q1 2024
Added 45.7%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
135,282
shares
|
$3.23 Million
0.09% of portfolio
|
Q1 2024
Added 43.62%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
128,943
shares
|
$3.08 Million
0.06% of portfolio
|
Q4 2022
Reduced 11.96%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
126,714
shares
|
$3.03 Million
0.03% of portfolio
|
Q1 2024
Added 11.31%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
122,600
shares
|
$2.93 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.32%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
116,388
shares
|
$2.78 Million
0.11% of portfolio
|
Q1 2024
Closed
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,966
shares
|
$2.72 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
109,788
shares
|
$2.63 Million
0.11% of portfolio
|
Q1 2024
Added 28.57%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
109,182
shares
|
$2.61 Million
0.08% of portfolio
|
Q4 2023
Added 3.11%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
108,200
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2024
Added 60.53%
|
|
Cedrus LLC
Littleton, CO |
Apr 15, 2024 Q1 2024 |
106,651
shares
|
$2.55 Million
1.38% of portfolio
|
Q1 2024
Added 10.12%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
103,692
shares
|
$2.48 Million
0.02% of portfolio
|
Q1 2024
Reduced 14.68%
|
|
Tru Independence LLC
|
Apr 18, 2024 Q1 2024 |
102,804
shares
|
$2.46 Million
0.73% of portfolio
|
Q1 2024
Added 46.98%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
101,866
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2024
Added 1.61%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 07, 2024 Q1 2024 |
101,163
shares
|
$2.42 Million
0.85% of portfolio
|
Q1 2024
Added 2.19%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,904
shares
|
$2.39 Million
0.15% of portfolio
|
Q4 2023
Reduced 22.66%
|