First Trust Global TacticalFTGCETF

13F holders, Q1 2024 (March 31)
261holders
3famous investors
$23.72avg. 13F price*

At the end of Q1 2024, 261 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings. The largest holders were Wells Fargo & Company ($816.3M), Morgan Stanley ($187.4M) and LPL Financial LLC ($73.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 2024

InstitutionsTotal Value
New Positions20$4.4M
Exits31$17.2M

Ownership 261 holders

Wells Fargo & Company 0.22% Add +7.5% 34,415,580 $816.3M
Morgan Stanley 0.01% Reduce -3.2% 7,899,028 $187.4M
LPL Financial LLC 0.04% Reduce -16.5% 3,086,662 $73.2M
Royal Bank of Canada 0.01% Add +2.5% 1,764,488 $41.9M
Composition Wealth, LLC 1.01% Add +12.4% 1,685,537 $40.0M
UBS Group AG 0.01% Reduce -42.2% 1,644,057 $39.0M
Flaharty Asset Management, LLC 3.37% Add +29.9% 957,309 $22.7M
Csenge Advisory Group 1.10% Add +4.3% 828,574 $19.7M
Commonwealth Equity Services, LLC 0.03% Reduce -9.1% 791,346 $18.8M
Cyndeo Wealth Partners, LLC 1.51% Add +8.9% 765,991 $18.2M
Envestnet Asset Management Inc. 0.01% Reduce -4.8% 715,118 $17.0M
Financial Partners Group, Inc 2.44% Reduce -25.5% 644,658 $15.3M
Osaic Holdings, Inc. 0.03% Reduce -38.6% 639,391 $15.2M
Cetera Investment Advisers 0.03% Add +87.5% 592,631 $14.1M
Kestra Advisory Services, LLC 0.09% Reduce -15.7% 570,069 $13.5M
Magnus Financial Group LLC 1.52% Reduce -47.6% 536,309 $12.7M
HFG Wealth Management, LLC 6.58% Add +5.5% 470,885 $11.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -7.0% 458,930 $10.9M
Valmark Advisers, Inc. 0.18% Reduce -1.2% 447,640 $10.6M
Cwm, LLC 0.05% Reduce -15.6% 408,570 $9.7M
Petix & Botte Co 2.12% Reduce -50.7% 359,487 $8.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.4% 342,093 $8.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -16.5% 311,362 $7.4M
Raymond James & Associates 0.00% Add +5.0% 305,513 $7.2M
HighTower Advisors, LLC 0.01% Add +84.8% 290,685 $6.9M
Solitude Financial Services 3.07% Add +34.0% 280,909 $6.7M
Financial Enhancement Group LLC 1.08% Add +2564.0% 268,822 $6.6M
Mainsail Financial Group, LLC 4.50% Add +3.1% 275,051 $6.5M
Darwin Wealth Management, LLC 1.72% Add +6.7% 260,500 $6.2M
Choice Wealth Advisors LLC 3.72% Add +2.2% 259,147 $6.1M
Wolf Group Capital Advisors 2.81% No change 259,430 $5.9M
Janney Montgomery Scott LLC 0.02% Reduce -29.3% 228,864 $5.4M
Shelton Wealth Management, LLC 3.38% Reduce -0.8% 226,438 $5.4M
Atria Wealth Solutions, Inc. 0.06% Reduce -22.2% 206,061 $4.9M
TAP Consulting, LLC 1.07% Add +132.1% 204,203 $4.8M
Gladstone Institutional Advisory LLC 0.26% Add +10.1% 200,407 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -13.1% 199,648 $4.7M
B. Riley Wealth Advisors, Inc. 0.12% Add +6.2% 191,298 $4.6M
KLR Investment Advisors, LLC 3.26% Add +17.4% 185,076 $4.5M
Truist Financial Corp. 0.01% Reduce -6.1% 189,414 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -65.9% 188,196 $4.5M
W1M Investment Management Ltd 0.09% Reduce -6.0% 182,535 $4.3M
PCG Wealth Advisors, LLC 1.97% Reduce -39.8% 174,989 $4.2M
Concurrent Investment Advisors, LLC 0.16% Reduce -8.4% 164,119 $3.9M
Castle Wealth Management LLC 1.99% Add +10.5% 160,866 $3.8M
AllSquare Wealth Management LLC 2.13% Reduce -0.1% 153,077 $3.6M
Foundations Investment Advisors, LLC 0.09% Reduce -21.2% 148,380 $3.5M
Inspirion Wealth Advisors, LLC 0.57% Reduce -10.2% 144,823 $3.4M
Sargent Investment Group, LLC 0.75% Reduce -10.3% 143,783 $3.4M
ABLE Financial Group, LLC 1.34% Add +9.4% 143,441 $3.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -9.3% 141,772 $3.4M
Orion Portfolio Solutions, LLC 0.04% Reduce -9.3% 141,772 $3.4M
Capital Asset Advisory Services LLC 0.19% Add +45.7% 137,246 $3.4M
Citigroup Inc. 0.00% Add +64.7% 141,355 $3.4M
Axxcess Wealth Management, LLC 0.09% Add +43.6% 135,282 $3.2M
Harbour Investments, Inc. 0.11% Reduce -17.6% 131,192 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Add +11.3% 126,714 $3.0M
Oppenheimer & Co. Inc. 0.05% Reduce -4.3% 122,600 $2.9M
GeoWealth Management, LLC 0.11% Add +6.5% 116,388 $2.8M
Ameritas Advisory Services, LLC 0.11% Add +28.6% 109,788 $2.6M
Renaissance Technologies 0.00% Add +60.5% 108,200 $2.6M
Cedrus LLC 1.38% Add +10.1% 106,651 $2.5M
Private Advisor Group, LLC 0.02% Reduce -14.7% 103,692 $2.5M
tru Independence LLC 0.72% Add +47.0% 102,804 $2.4M
Integrated Wealth Concepts LLC 0.04% Add +1.6% 101,866 $2.4M
Asset Allocation Strategies LLC 0.85% Add +2.2% 101,163 $2.4M
Guardian Wealth Advisors, LLC / NC 0.28% Add +5.5% 96,553 $2.3M
Prospera Financial Services Inc 0.07% Reduce -12.0% 96,102 $2.3M
Bridge Advisory, LLC 1.12% Reduce -0.8% 95,275 $2.3M
Randall & Associates Wealth Management 1.99% Add +18.5% 92,817 $2.2M
Comerica Bank 0.01% Reduce -10.3% 84,505 $2.0M
Nations Financial Group Inc, /Ia/ 0.17% Add +2.8% 83,380 $2.0M
Principal Securities, Inc. 0.06% Reduce -14.2% 83,367 $2.0M
Cadent Capital Advisors, LLC 0.76% Reduce -11.2% 80,542 $1.9M
D.A. Davidson & Co. 0.02% Reduce -13.7% 80,401 $1.9M
Chiron Capital Management, LLC 1.65% Add +24.1% 76,536 $1.8M
Waterfront Wealth Inc. 0.50% Reduce -21.9% 73,470 $1.8M
Good Life Advisors, LLC 0.15% Add +26.7% 71,666 $1.7M
Corundum Group, Inc. 0.82% Add +56.6% 71,627 $1.7M
MML Investors Services, LLC 0.01% Reduce -8.1% 71,181 $1.7M
Transcendent Capital Group LLC 0.96% Add +694410.0% 69,451 $1.6M
Financial Advocates Investment Management 0.09% Reduce -43.1% 68,377 $1.6M
Jane Street Group, LLC 0.00% Reduce -85.5% 67,565 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -13.3% 67,506 $1.6M
Raab & Moskowitz Asset Management LLC 0.44% Reduce -0.8% 66,603 $1.6M
Napatree Capital LLC 1.50% Add +7.8% 64,870 $1.6M
Aft, Forsyth & Sober, LLC 0.55% No change 65,000 $1.5M
Mutual Advisors, LLC 0.05% Reduce -16.5% 62,058 $1.5M
Ausdal Financial Partners, Inc. 0.17% Add +31.1% 61,630 $1.5M
Western Wealth Management, LLC 0.11% Reduce -1.4% 59,959 $1.4M
Captrust Financial Advisors 0.01% Reduce -16.3% 58,966 $1.4M
MTM Investment Management, LLC 0.57% Reduce -3.0% 58,267 $1.4M
Arkadios Wealth Advisors 0.11% Reduce -12.9% 57,322 $1.4M
Koshinski Asset Management, Inc. 0.14% Reduce -33.9% 56,325 $1.3M
Cascade Investment Group, Inc. 0.96% Add +0.6% 54,007 $1.3M
Trueblood Wealth Management, LLC 0.73% No change 53,632 $1.3M
GPS Wealth Strategies Group, LLC 0.20% Reduce -8.5% 52,398 $1.2M
NewEdge Advisors, LLC 0.01% Reduce -8.2% 49,021 $1.2M
Cherry Creek Investment Advisors, Inc. 0.63% Add +1.6% 48,670 $1.2M
Strategic Financial Concepts, LLC 0.28% Add +14.3% 48,409 $1.1M
Columbia Advisory Partners LLC 1.02% Add +3.8% 42,472 $1.0M
Millennium Management 0.00% New 41,520 $985K
Stratos Wealth Partners, LTD. 0.02% Reduce -17.4% 40,182 $953K
Rockefeller Capital Management L.P. 0.00% Reduce -21.4% 40,114 $952K
Stablepoint Partners, LLC 0.19% Add +177.0% 39,631 $940K
EPG Wealth Management LLC 0.22% Reduce -1.6% 38,532 $914K
WealthCare Investment Partners, LLC 0.43% Reduce -40.9% 37,807 $897K
&partners 0.12% New 36,961 $877K
Equitable Holdings, Inc. 0.01% Reduce -16.9% 36,393 $863K
AE Wealth Management LLC 0.01% Reduce -84.9% 35,146 $834K
Jaffetilchin Investment Partners, LLC 0.07% Add +115.0% 35,127 $833K
Aspect Partners, LLC 0.64% Reduce -12.7% 34,332 $814K
RFG Advisory, LLC 0.03% Reduce -72.4% 32,743 $777K
L.M. Kohn & Company 0.21% Add +177.8% 32,208 $764K
Visionary Wealth Advisors 0.05% Reduce -11.9% 31,670 $751K
OneDigital Investment Advisors LLC 0.01% Add +4.1% 30,990 $735K
Flow Traders U.S. LLC 0.04% Reduce -62.9% 30,602 $726K
SMART Wealth LLC 0.32% Reduce -63.9% 30,396 $721K
Raymond James Trust N.A. 0.02% Add +178.8% 28,626 $679K
Global Assets Advisory, LLC 0.41% No change 28,221 $675K
HBW Advisory Services LLC 0.13% No change 29,934 $672K
Johnson Investment Counsel Inc. 0.01% Reduce -50.2% 27,921 $662K
Clarus Wealth Advisors 0.37% Reduce -32.4% 26,824 $656K
Accel Wealth Management 0.27% Reduce -12.3% 27,276 $647K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -71.0% 27,192 $645K
Strategic Blueprint, LLC 0.04% Reduce -21.9% 26,537 $629K
CreativeOne Wealth, LLC 0.03% New 26,503 $629K
Merit Financial Group, LLC 0.01% New 26,383 $626K
Focus Financial Network, Inc. 0.03% — 25,243 $610K
E&G Advisors, LLC 0.19% Reduce -6.6% 25,643 $608K
Capital Wealth Alliance, LLC 0.35% Add +0.9% 25,110 $595K
Oarsman Capital, Inc. 0.14% Reduce -26.9% 24,257 $575K
Bank of Montreal 0.00% Reduce -56.4% 23,145 $549K
Bulltick Wealth Management, LLC 0.11% No change 22,885 $543K
WMG Financial Advisors, LLC 0.31% Reduce -1.1% 22,731 $539K
Moors & Cabot, Inc. 0.03% Reduce -17.9% 22,456 $533K
National Wealth Management Group, LLC 0.41% Reduce -73.0% 22,014 $522K
Lanark Financial, Inc. 0.05% Reduce -27.5% 22,012 $522K
Authentikos Wealth Advisory, LLC 0.52% Reduce -6.6% 22,000 $522K
Concourse Financial Group Securities, Inc. 0.03% Reduce -4.9% 21,465 $509K
Rehmann Capital Advisory Group 0.04% Reduce -18.1% 20,950 $497K
Virtue Capital Management, LLC 0.09% Reduce -1.7% 19,222 $476K
Cozad Asset Management Inc. 0.05% Reduce -2.0% 20,013 $475K
Boyce & Associates Wealth Consulting, Inc. 0.60% Add +10.3% 19,654 $466K
Quad-Cities Investment Group, LLC 0.27% Reduce -36.1% 19,355 $459K
Acorn Financial Advisory Services Inc. 0.09% Reduce -39.2% 19,264 $457K
IHT Wealth Management, LLC 0.02% Reduce -25.6% 18,699 $444K
Hilltop Holdings Inc. 0.05% Reduce -2.3% 18,422 $437K
Snowden Capital Advisors LLC 0.01% Reduce -3.4% 18,047 $428K
Creative Planning 0.00% Add +4.5% 17,931 $425K
J.W. Cole Advisors, Inc. 0.02% Reduce -17.6% 17,614 $418K
Daymark Wealth Partners, LLC 0.02% Reduce -1.0% 17,370 $412K
GDS Wealth Management 0.05% Reduce -43.8% 16,325 $387K
Walkner Condon Financial Advisors LLC 0.08% Reduce -82.0% 16,198 $384K
TFB Advisors LLC 0.14% Reduce -7.3% 15,967 $377K
Citadel Advisors 0.00% New 15,836 $376K
Lunt Capital Management, Inc. 0.18% Reduce -18.4% 15,616 $370K
Flagship Harbor Advisors, LLC 0.02% Reduce -26.8% 15,188 $360K
Interchange Capital Partners, LLC 0.24% Reduce -57.3% 14,654 $353K
City Center Advisors, LLC 0.41% — 14,810 $351K
Braun-Bostich & Associates Inc. 0.29% Reduce -30.4% 14,772 $350K
Global Retirement Partners, LLC 0.01% Add +1.4% 14,710 $349K
First Trust Advisors LP 0.00% Reduce -99.7% 13,963 $331K
Simplicity Wealth,LLC 0.01% New 13,844 $328K
Qube Research & Technologies Ltd 0.00% Add +208.7% 13,291 $315K
Holistic Financial Partners 0.16% Reduce -12.0% 13,196 $313K
Mgo One Seven LLC 0.02% Reduce -1.0% 12,887 $306K
Wedbush Securities Inc. 0.01% Reduce -22.1% 12,573 $298K
DAVENPORT & Co LLC 0.00% Reduce -38.1% 12,409 $294K
Creekmur Asset Management LLC 0.10% Reduce -49.5% 12,370 $293K
Crumly & Associates Inc. 0.08% Reduce -93.7% 12,347 $293K
Mariner, LLC 0.00% Reduce -52.1% 12,219 $290K
Americana Partners, LLC 0.02% Add +4.0% 12,013 $285K
Flagstar Securities, Inc. 0.08% Reduce -24.7% 11,612 $275K
Gateway Wealth Partners, LLC 0.10% Reduce -23.1% 11,479 $272K
Northwest Wealth Management, LLC 0.07% Reduce -6.0% 11,461 $272K
StrongBox Wealth, LLC 0.14% No change 11,300 $268K
Morton Brown Family Wealth, LLC 0.11% Reduce -27.4% 11,240 $267K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -87.5% 10,901 $259K
Plante Moran Financial Advisors, LLC 0.03% No change 10,831 $257K
International Assets Investment Management, LLC 0.03% Reduce -22.4% 10,739 $257K
Benjamin Edwards Inc. 0.05% Reduce -20.1% 10,812 $256K
Assetmark, Inc. 0.00% Add +38.4% 10,783 $256K
Objective Capital Management, LLC 0.17% Add +0.1% 10,688 $254K
Cornerstone Wealth Management, LLC 0.02% Reduce -3.7% 9,885 $234K
First Heartland Consultants, Inc. 0.02% Reduce -24.0% 9,878 $234K
StoneX Group Inc. 0.02% Reduce -32.9% 9,728 $231K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -13.2% 9,693 $230K
Sigma Planning Corp 0.01% New 9,681 $230K
IFP Advisors, Inc 0.01% Reduce -98.6% 9,622 $228K
Mercer Global Advisors Inc. 0.00% Reduce -63.6% 9,458 $224K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -11.3% 8,984 $213K
Cutter & CO Brokerage, Inc. 0.05% Add +0.4% 8,952 $212K
Brookstone Capital Management 0.00% Reduce -32.6% 8,860 $210K
Core Wealth Partners LLC 0.15% Reduce -19.0% 8,570 $203K
Farther Finance Advisors, LLC 0.01% Add +12.7% 7,933 $190K
Bokf, NA 0.00% New 7,281 $174K
First United Bank & Trust 0.06% Reduce -37.3% 7,212 $171K
Avior Wealth Management, LLC 0.01% Add +1.6% 6,413 $150K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -48.4% 5,550 $132K
Silver Oak Securities, Incorporated 0.02% Reduce -79.3% 5,322 $126K
Tyler-Stone Wealth Management 0.05% No change 4,572 $108K
US Bancorp \de 0.00% Add +12.4% 3,321 $79K
Accordant Advisory Group Inc 0.06% — 3,255 $77K
Balefire, LLC 0.03% Reduce -95.5% 3,227 $77K
Sunbelt Securities, Inc. 0.01% Add +0.7% 2,938 $70K
Brown Brothers Harriman & Co. 0.00% New 2,824 $67K
Dunhill Financial, LLC 0.05% Reduce -8.4% 2,641 $63K
Private Trust Co. NA 0.01% Reduce -26.5% 2,511 $60K
Financial Gravity Asset Management, Inc. 0.02% No change 2,425 $54K
Anfield Capital Management, LLC 0.03% New 2,292 $54K
Harbor Investment Advisory, LLC 0.01% Add +0.1% 2,107 $50K
Larson Financial Group LLC 0.00% Add +1.4% 1,741 $41K
Register Financial Advisors LLC 0.02% New 1,714 $41K
Key Financial Inc 0.01% Reduce -15.9% 1,591 $38K
ICA Group Wealth Management, LLC 0.01% Reduce -12.5% 1,575 $37K
Tidemark, LLC 0.02% Add +2.2% 1,478 $35K
AdvisorNet Financial, Inc 0.00% Add +2022.1% 1,443 $34K
JPMorgan Chase & Co. 0.00% Add +101.8% 1,352 $32K
AlphaMark Advisors, LLC 0.01% Reduce -51.2% 1,285 $30K
Barrett & Company, Inc. 0.01% Add +0.8% 1,217 $29K
Nordwand Advisors, LLC 0.01% No change 1,185 $28K
Sandy Spring Bank 0.00% No change 1,025 $24K
Sanctuary Wealth Management, L.L.C. 0.02% No change 954 $23K
Pinnacle Bancorp, Inc. 0.01% New 900 $21K
MCF Advisors LLC 0.00% No change 883 $21K
Allworth Financial LP 0.00% Add +99.3% 797 $19K
Richard W. Paul & Associates, LLC 0.01% Reduce -17.3% 684 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -70.8% 679 $16K
Aspire Private Capital, LLC 0.00% Reduce -0.2% 637 $15K
Carolinas Wealth Consulting LLC 0.00% No change 555 $13K
DHJJ Financial Advisors, Ltd. 0.01% No change 530 $13K
WASHINGTON TRUST Co 0.00% No change 508 $12K
Sound Income Strategies, LLC 0.00% New 500 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -36.4% 377 $9K
EverSource Wealth Advisors, LLC 0.00% Reduce -26.2% 361 $9K
Blue Trust, Inc. 0.00% New 364 $9K
Capital Analysts, LLC 0.00% No change 358 $8K
Hall Laurie J Trustee 0.00% No change 260 $6K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.7% 232 $6K
TD Capital Management LLC 0.00% Add +0.5% 219 $5K
Investors Research Corp 0.00% New 216 $5K
PNC Financial Services Group, Inc. 0.00% Reduce -89.3% 160 $4K
Bank of America Corp. 0.00% Reduce -96.2% 150 $4K
BNP Paribas Financial Markets 0.00% New 149 $4K
Main Street Group, LTD 0.00% No change 137 $3K
North Star Investment Management Corp. 0.00% New 133 $3K
Clear Point Advisors Inc. 0.00% Add +1.6% 123 $3K
Hilltop National Bank 0.00% — 96 $2K
Arvest Investments, Inc. 0.00% Reduce -18.7% 74 $2K
Hexagon Capital Partners LLC 0.00% No change 69 $2K
Cedar Mountain Advisors, LLC 0.00% No change 60 $1K
Creative Financial Designs Inc. 0.00% No change 60 $1K
Beaird Harris Wealth Management, LLC 0.00% New 54 $1K
Proffitt & Goodson Inc. 0.00% Add +2.1% 49 $1K
Resources Management Corp. /CT/ 0.00% No change 33 $1K
Tucker Asset Management LLC 0.00% New 39 $925
Frazier Financial Advisors, LLC 0.00% Reduce -84.8% 32 $760
Continuum Advisory, LLC 0.00% New 9 $217
FWL Investment Management, LLC 0.00% No change 7 $166
FMR LLC 0.00% Add +20.0% 6 $142

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