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 |
---|---|---|---|---|---|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
9,693
shares
|
$231,759
0.02% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
9,681
shares
|
$231,472
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
9,458
shares
|
$226,140
0.0% of portfolio
|
Q1 2024
Reduced 63.59%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
8,984
shares
|
$214,807
0.01% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
Cutter & CO Brokerage, Inc.
|
Apr 30, 2024 Q1 2024 |
8,952
shares
|
$214,042
0.06% of portfolio
|
Q1 2024
Added 0.42%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
8,860
shares
|
$211,842
0.0% of portfolio
|
Q1 2024
Reduced 32.6%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
8,570
shares
|
$204,908
0.15% of portfolio
|
Q1 2024
Reduced 18.96%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
7,933
shares
|
$189,678
0.01% of portfolio
|
Q1 2024
Reduced 29.43%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
7,281
shares
|
$174,088
0.0% of portfolio
|
Q1 2024
New holding
|
|
First United Bank & Trust
|
Apr 29, 2024 Q1 2024 |
7,212
shares
|
$172,438
0.06% of portfolio
|
Q1 2024
Reduced 37.32%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
6,413
shares
|
$153,334
0.01% of portfolio
|
Q1 2024
Added 1.62%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
5,550
shares
|
$132,700
0.04% of portfolio
|
Q1 2024
Reduced 48.43%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
5,322
shares
|
$127,249
0.02% of portfolio
|
Q1 2024
Reduced 79.35%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
4,572
shares
|
$109,316
0.05% of portfolio
|
Q4 2023
Reduced 17.95%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,625
shares
|
$86,673
0.01% of portfolio
|
Q3 2022
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
3,321
shares
|
$79,405
0.0% of portfolio
|
Q1 2024
Added 12.39%
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 22, 2024 Q1 2024 |
3,255
shares
|
$77,827
0.06% of portfolio
|
Q1 2024
New holding
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
May 10, 2024 Q1 2024 |
3,227
shares
|
$77,157
0.03% of portfolio
|
Q1 2024
Reduced 95.55%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
2,938
shares
|
$70,247
0.01% of portfolio
|
Q1 2024
Added 0.69%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,824
shares
|
$67,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
2,641
shares
|
$63,146
0.05% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
2,511
shares
|
$60,038
0.01% of portfolio
|
Q1 2024
Reduced 26.47%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
2,425
shares
|
$57,981
0.02% of portfolio
|
Q4 2023
Reduced 33.56%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 09, 2024 Q1 2024 |
2,292
shares
|
$54,801
0.03% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
2,107
shares
|
$50,378
0.0% of portfolio
|
Q1 2024
Added 0.05%
|