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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,183
shares
|
$233,523
0.01% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,144
shares
|
$232,531
0.04% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,902
shares
|
$226,377
0.0% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
8,763
shares
|
$222,843
0.01% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
8,601
shares
|
$218,723
0.12% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,192
shares
|
$182,892
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
7,160
shares
|
$182,078
0.06% of portfolio
|
Q4 2024
Added 227.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,206
shares
|
$157,818
0.0% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,050
shares
|
$153,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
5,911
shares
|
$150,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,699
shares
|
$144,925
0.0% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,827
shares
|
$122,750
0.0% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,625
shares
|
$92,183
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,394
shares
|
$86,309
0.0% of portfolio
|
Q4 2024
Reduced 40.05%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,129
shares
|
$79,570
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,985
shares
|
$75,908
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,673
shares
|
$67,974
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,655
shares
|
$67,516
0.0% of portfolio
|
Q4 2024
Added 8196.88%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,491
shares
|
$63,346
0.02% of portfolio
|
Q4 2024
Reduced 37.35%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,076
shares
|
$52,792
0.0% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,064
shares
|
$52,487
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,031
shares
|
$51,648
0.0% of portfolio
|
Q4 2024
Reduced 52.16%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
2,019
shares
|
$51,343
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,005
shares
|
$50,987
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$50,860
0.02% of portfolio
|
Q4 2024
New holding
|