First Trust Global TacticalFTGCETF

13F holders, Q2 2026 (June 30)
274holders −7
30new positions
36sold out
$27.02avg. 13F price*

At the end of Q2 2026, 274 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 7 from Q1 2026. 30 opened new positions and 36 sold out. The largest holders were Wells Fargo & Company ($588.7M), Morgan Stanley ($285.7M) and Envestnet Asset Management Inc. ($202.3M).

Company
First Trust Global Tactical
CUSIP
33739H101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 261Q1 2024Q2 2024: 260Q2 2024Q3 2024: 240Q3 2024Q4 2024: 263Q4 2024Q1 2025: 264Q1 2025Q2 2025: 238Q2 2025Q3 2025: 237Q3 2025Q4 2025: 238Q4 2025Q1 2026: 281Q1 2026Q2 2026: 274Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions30$85.6M
Exits36$41.0M

All 13F filers, Q1 2026 → Q2 2026: 18,781,102 shares bought and 5,116,491 shares sold, net +13,664,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 274 holders

Wells Fargo & Company 0.10% Reduce -0.3% 21,763,134 $588.7M
Morgan Stanley 0.02% Add +0.3% 10,562,312 $285.7M
Envestnet Asset Management Inc. 0.05% Add +880.6% 7,478,012 $202.3M
Osaic Holdings, Inc. 0.17% Add +854.4% 5,466,281 $147.9M
LPL Financial LLC 0.02% Reduce -1.2% 3,295,649 $89.1M
UBS Group AG 0.01% Add +15.5% 1,672,607 $45.2M
Royal Bank of Canada 0.01% Add +3.2% 1,617,836 $43.8M
Raymond James Financial Inc. 0.01% Add +31.4% 1,415,450 $38.3M
Stock Yards Bank & Trust Co. 1.07% Add +4.6% 1,387,044 $37.5M
Cyndeo Wealth Partners, LLC 1.48% Add +2.2% 1,157,535 $31.3M
Modern Wealth Management, LLC 0.31% New 971,639 $26.3M
&partners 0.11% Add +34.6% 965,395 $26.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +29.3% 932,402 $25.2M
Csenge Advisory Group 0.99% Add +5.7% 901,297 $24.4M
Dunhill Financial, LLC 4.35% Add +38.5% 782,279 $21.3M
First Trust Advisors LP 0.01% Add +468.9% 756,891 $20.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.46% Reduce -35.3% 719,100 $19.4M
Carrera Capital Advisors 2.77% Reduce -35.1% 690,192 $18.7M
Financial Enhancement Group LLC 2.15% Add +38.9% 666,514 $18.0M
Commonwealth Equity Services, LLC 0.02% Reduce -1.6% 648,635 $17.5M
Cetera Investment Advisers 0.01% Add +25.3% 591,708 $16.0M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -18.4% 589,983 $16.0M
Valmark Advisers, Inc. 0.17% Reduce -6.3% 580,543 $15.7M
HighPoint Advisor Group LLC 0.55% Reduce -5.2% 574,445 $15.5M
Bison Wealth, LLC 1.28% Add +3.7% 498,160 $13.8M
Envestnet Portfolio Solutions, Inc. 0.06% New 470,207 $12.7M
Cooper Financial Group 0.87% New 386,464 $10.5M
Capital Asset Advisory Services LLC 0.37% Add +10.8% 382,602 $10.3M
Axxcess Wealth Management, LLC 0.16% New 377,555 $10.2M
Solitude Financial Services 2.54% Add +0.7% 338,563 $9.2M
PSI Advisors, LLC 2.04% Add +1.4% 324,348 $8.8M
StoneX Group Inc. 0.35% New 324,087 $8.8M
Summit Financial, LLC 0.09% Reduce -0.0% 320,040 $8.7M
Petix & Botte Co 1.72% Add +91.2% 316,406 $8.6M
LexAurum Advisors, LLC 0.89% Reduce -20.3% 283,090 $7.7M
NewEdge Advisors, LLC 0.02% Add +6.8% 280,803 $7.6M
Arvest Investments, Inc. 0.92% Reduce -25.5% 280,704 $7.6M
D.A. Davidson & Co. 0.04% Add +48.9% 274,403 $7.4M
Mainsail Financial Group, LLC 2.48% Add +19.0% 269,735 $7.3M
Gladstone Institutional Advisory LLC 0.23% Add +0.1% 268,950 $7.3M
Prospera Financial Services Inc 0.10% Add +26.2% 263,865 $7.1M
Prevail Innovative Wealth Advisors, LLC 1.04% Add +46.0% 259,032 $7.0M
W1M Asset Management Ltd 0.06% Add +5.8% 251,724 $6.8M
USAdvisors Wealth Management, LLC 1.93% New 248,626 $6.7M
Farther Finance Advisors, LLC 0.05% Reduce -42.5% 227,959 $6.2M
Baird Financial Group, Inc. 0.01% Add +15.7% 218,676 $5.9M
ABLE Financial Group, LLC 0.97% Add +3.0% 213,091 $5.8M
Chicago Wealth Management, Inc. 2.02% Add +1.1% 210,441 $5.7M
HFG Wealth Management, LLC 5.59% Reduce -58.4% 205,361 $5.6M
CreativeOne Wealth, LLC 0.12% Add +474.2% 203,939 $5.5M
Walkner Condon Financial Advisors LLC 0.55% Add +5.1% 176,312 $4.8M
Ameritas Advisory Services, LLC 0.09% Add +76.3% 170,168 $4.6M
Integrated Wealth Concepts LLC 0.03% Add +11.9% 165,437 $4.5M
Assetmark, Inc. 0.01% Add +23.9% 150,142 $4.1M
Orion Porfolio Solutions, LLC 0.03% Add +91.4% 146,629 $4.0M
Climber Capital SA 2.34% Add +0.1% 145,758 $3.8M
Citigroup Inc. 0.00% Add +6.7% 131,919 $3.6M
Guided Capital Wealth Management, LLC 2.08% Add +11.1% 131,764 $3.6M
Janney Montgomery Scott LLC 0.01% Reduce -10.1% 123,859 $3.4M
Guardian Wealth Advisors, LLC / NC 0.19% Reduce -15.9% 121,915 $3.3M
Mgo One Seven LLC 0.05% Add +192.7% 118,648 $3.2M
Concurrent Investment Advisors, LLC 0.03% Reduce -64.7% 118,410 $3.2M
Truist Financial Corp. 0.00% Reduce -4.5% 116,969 $3.2M
FWG Holdings, LLC 1.05% New 103,112 $3.0M
Harbour Investments, Inc. 0.04% Add +2.7% 112,058 $3.0M
JPMorgan Chase & Co. 0.00% Add +6.5% 102,767 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -60.7% 99,317 $2.7M
Crusonia Wealth Advisors LLC 0.43% Add +0.0% 96,727 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -3.2% 95,335 $2.6M
HighTower Advisors, LLC 0.00% Add +5.3% 94,188 $2.5M
AE Wealth Management LLC 0.01% Reduce -1.4% 87,620 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +40.3% 82,727 $2.3M
Corundum Group, Inc. 0.68% Add +1.2% 84,182 $2.3M
Flaharty Asset Management, LLC 3.24% Reduce -92.0% 83,146 $2.3M
Mutual Advisors, LLC 0.04% Add +1.5% 83,307 $2.3M
Milestones Private Investment Advisors LLC 1.78% New 82,589 $2.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.7% 81,873 $2.2M
Private Advisor Group, LLC 0.01% Add +18.9% 80,990 $2.2M
Arkadios Wealth Advisors 0.03% Add +45.5% 80,980 $2.2M
RFG Advisory, LLC 0.03% Add +71.0% 79,217 $2.1M
MML Investors Services, LLC 0.00% Add +6.5% 75,156 $2.0M
Copia Wealth Management 1.22% Add +41.9% 74,881 $2.0M
Cherry Creek Investment Advisors, Inc. 0.77% Add +2.6% 71,973 $1.9M
Western Wealth Management, LLC 0.06% Reduce -0.4% 70,295 $1.9M
Principal Securities, Inc. 0.02% Reduce -2.8% 69,591 $1.9M
Bank of America Corp. 0.00% Reduce -4.0% 68,854 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.8% 68,155 $1.8M
Inspirion Wealth Advisors, LLC 0.20% Reduce -21.9% 65,863 $1.8M
Gerald Baker Financial Group LLC 0.49% Add +4.5% 64,167 $1.7M
Chiron Capital Management, LLC 1.54% Reduce -6.0% 63,380 $1.7M
Benjamin Edwards Inc. 0.02% Reduce -36.3% 63,067 $1.7M
Capital Financial Group Inc\co\ 0.88% Add +105.0% 62,033 $1.7M
Fifth Third Bancorp 0.00% Add +3.5% 61,570 $1.7M
Arwa LLC 0.68% Add +47.4% 57,099 $1.6M
Raab & Moskowitz Asset Management LLC 0.32% Reduce -0.3% 58,479 $1.6M
PCG Wealth Advisors, LLC 0.35% Reduce -4.9% 57,222 $1.5M
E&G Advisors, LLC 0.29% Add +176.8% 56,228 $1.5M
Flagship Harbor Advisors, LLC 0.06% Add +39.5% 54,261 $1.5M
Cascade Investment Group, Inc. 0.82% Add +1.5% 54,064 $1.5M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -65.7% 52,493 $1.4M

"% of holder's portfolio" is FTGC's weight in each manager's 13F, not the share of First Trust Global Tactical the manager owns.

Show all 274 holders