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 286 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
55,075
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 64.6%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
55,039
shares
|
$1.37 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
51,953
shares
|
$1.3 Million
0.8% of portfolio
|
Q4 2022
Added 5.43%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
49,512
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
49,274
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
48,825
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
47,824
shares
|
$1.19 Million
0.82% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
46,400
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 329.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
46,209
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
43,562
shares
|
$1.09 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,397
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
42,196
shares
|
$1.05 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
41,847
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 71.41%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
38,922
shares
|
$971,103
0.17% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
38,734
shares
|
$966,413
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
35,698
shares
|
$890,665
0.01% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
35,305
shares
|
$880,859
0.05% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
35,294
shares
|
$880,585
0.22% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
34,788
shares
|
$867,960
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
33,876
shares
|
$845,206
0.05% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
33,646
shares
|
$839,467
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
32,729
shares
|
$816,588
0.45% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
32,371
shares
|
$807,656
0.35% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
32,181
shares
|
$802,915
0.07% of portfolio
|
Q1 2023
Added 3.44%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
31,860
shares
|
$794,907
0.33% of portfolio
|
Q4 2024
Reduced 14.24%
|