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 277 institutions that hold shares in the stock, with a total of 72.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
29,287,065
shares
|
$789 Million
0.15% of portfolio
|
Q3 2025
Reduced 21.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,200,024
shares
|
$275 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,730,412
shares
|
$73.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,486,349
shares
|
$40 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,349,557
shares
|
$36.3 Million
0.01% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
978,681
shares
|
$26.4 Million
3.48% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
922,229
shares
|
$24.8 Million
4.29% of portfolio
|
Q3 2025
Added 36.06%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
903,864
shares
|
$24.3 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
807,532
shares
|
$21.7 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
793,400
shares
|
$21.4 Million
1.03% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
772,753
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
680,721
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2025
Added 112.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
670,554
shares
|
$18.1 Million
0.12% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
655,532
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
649,406
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
595,140
shares
|
$16 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
592,500
shares
|
$16 Million
0.2% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
586,879
shares
|
$15.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
562,450
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
514,381
shares
|
$13.9 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
493,342
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
455,260
shares
|
$12.3 Million
6.41% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
438,859
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
418,042
shares
|
$11.3 Million
2.59% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
413,620
shares
|
$11.1 Million
4.61% of portfolio
|
Q3 2025
Added 5.37%
|
|