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 |
|---|---|---|---|---|---|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
180,899
shares
|
$4.87 Million
3.99% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
160,694
shares
|
$4.33 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
144,878
shares
|
$3.9 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
142,050
shares
|
$3.83 Million
2.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
140,132
shares
|
$3.77 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
137,877
shares
|
$3.71 Million
0.46% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
128,793
shares
|
$3.47 Million
0.23% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
128,155
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
127,493
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
120,168
shares
|
$3.24 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
114,834
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,966
shares
|
$3.07 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
105,645
shares
|
$2.85 Million
0.45% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
101,892
shares
|
$2.74 Million
0.85% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
100,398
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,904
shares
|
$2.69 Million
0.15% of portfolio
|
Q4 2023
Reduced 22.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
99,294
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
97,811
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
96,615
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.81%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
96,568
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
96,352
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
95,693
shares
|
$2.58 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
95,496
shares
|
$2.57 Million
1.09% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
92,916
shares
|
$2.5 Million
1.75% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
92,754
shares
|
$2.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|