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 276 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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
396,177
shares
|
$10.7 Million
3.48% of portfolio
|
Q1 2025
Added 52.71%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
384,458
shares
|
$10.4 Million
2.6% of portfolio
|
Q3 2025
Added 51.59%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
349,731
shares
|
$9.42 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
344,766
shares
|
$9.28 Million
0.25% of portfolio
|
Q3 2025
Added 2744.37%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
334,080
shares
|
$9 Million
1.37% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
325,416
shares
|
$8.76 Million
2.89% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
290,528
shares
|
$7.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 70.22%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
289,338
shares
|
$7.79 Million
3.49% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
276,608
shares
|
$7.45 Million
0.31% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
276,608
shares
|
$7.45 Million
0.16% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
274,358
shares
|
$7.39 Million
1.66% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
268,154
shares
|
$7.22 Million
0.65% of portfolio
|
Q4 2022
Reduced 41.21%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
267,516
shares
|
$7.2 Million
3.72% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
259,451
shares
|
$6.99 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,211
shares
|
$6.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
248,492
shares
|
$6.69 Million
0.92% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
247,176
shares
|
$6.66 Million
1.72% of portfolio
|
Q1 2023
Added 70.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
246,391
shares
|
$6.64 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
244,567
shares
|
$6.59 Million
0.03% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
243,859
shares
|
$6.57 Million
0.25% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
237,958
shares
|
$6.41 Million
0.48% of portfolio
|
Q3 2023
Added 1.84%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
228,593
shares
|
$6.16 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
219,602
shares
|
$5.91 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
212,775
shares
|
$5.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
185,076
shares
|
$4.98 Million
3.26% of portfolio
|
Q1 2024
Added 17.45%
|
|