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 288 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 $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
300,506
shares
|
$7.64 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
297,505
shares
|
$7.57 Million
3.68% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
292,793
shares
|
$7.45 Million
3.07% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
289,921
shares
|
$7.37 Million
0.17% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
268,154
shares
|
$6.82 Million
0.65% of portfolio
|
Q4 2022
Reduced 41.21%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
265,993
shares
|
$6.76 Million
0.04% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
265,589
shares
|
$6.75 Million
0.63% of portfolio
|
Q4 2024
Reduced 54.6%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
259,430
shares
|
$6.6 Million
2.69% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
257,562
shares
|
$6.55 Million
0.04% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,211
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
247,176
shares
|
$6.29 Million
1.72% of portfolio
|
Q1 2023
Added 70.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
246,391
shares
|
$6.27 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
239,510
shares
|
$6.09 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
237,958
shares
|
$6.05 Million
0.48% of portfolio
|
Q3 2023
Added 1.84%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
233,011
shares
|
$5.93 Million
0.19% of portfolio
|
Q4 2024
Reduced 81.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
231,429
shares
|
$5.89 Million
0.26% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
231,071
shares
|
$5.88 Million
0.27% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
230,234
shares
|
$5.85 Million
0.14% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,593
shares
|
$5.81 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
211,124
shares
|
$5.37 Million
0.01% of portfolio
|
Q4 2024
Added 59.61%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
201,226
shares
|
$5.12 Million
1.42% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
185,076
shares
|
$4.71 Million
3.26% of portfolio
|
Q1 2024
Added 17.45%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
180,899
shares
|
$4.6 Million
3.99% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
179,755
shares
|
$4.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
170,045
shares
|
$4.32 Million
0.95% of portfolio
|
Q4 2024
New holding
|