First Trust Global TacticalFTGCETF
13F holders, Q2 2024 (June 30)260holders −1
24new positions
27sold out
1famous investor
$23.86avg. 13F price*
At the end of Q2 2024, 260 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 1 from Q1 2024. 24 opened new positions and 27 sold out. The largest holders were Wells Fargo & Company ($851.3M), Morgan Stanley ($213.5M) and LPL Financial LLC ($76.0M). One famous investor held it 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $61.1M |
| Exits | 27 | $12.7M |
All 13F filers, Q1 2024 → Q2 2024: 6,456,811 shares bought and 3,087,122 shares sold, net +3,369,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Wells Fargo & Company | 0.22% | Add +3.5% | 35,605,601 | $851.3M |
| Morgan Stanley | 0.02% | Add +13.1% | 8,931,128 | $213.5M |
| LPL Financial LLC | 0.04% | Add +2.9% | 3,176,763 | $76.0M |
| Total Investment Management Inc. | 5.77% | New | 1,834,233 | $43.9M |
| Royal Bank of Canada | 0.01% | Reduce -2.5% | 1,720,062 | $41.1M |
| UBS Group AG | 0.01% | Reduce -14.2% | 1,410,890 | $33.7M |
| Flaharty Asset Management, LLC | 3.39% | Add +0.1% | 958,337 | $22.9M |
| Csenge Advisory Group | 1.16% | Add +2.9% | 852,295 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.6% | 738,838 | $17.7M |
| Cyndeo Wealth Partners, LLC | 1.37% | Reduce -4.3% | 732,738 | $17.5M |
| Composition Wealth, LLC | 0.42% | Reduce -57.4% | 718,248 | $17.2M |
| Petix & Botte Co | 4.77% | Add +95.8% | 703,693 | $16.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.6% | 660,673 | $15.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +1.7% | 579,687 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.4% | 579,007 | $13.8M |
| Cetera Investment Advisers | 0.03% | Reduce -3.4% | 572,224 | $13.7M |
| Financial Partners Group, Inc | 2.13% | Reduce -12.6% | 563,606 | $13.5M |
| Magnus Financial Group LLC | 1.49% | Add +3.1% | 553,118 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +69.9% | 528,982 | $12.6M |
| HFG Wealth Management, LLC | 7.67% | Add +6.8% | 503,113 | $12.0M |
| Valmark Advisers, Inc. | 0.18% | Add +1.0% | 452,053 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.1% | 449,201 | $10.7M |
| Cwm, LLC | 0.05% | Add +0.4% | 410,060 | $9.8M |
| Wolf Group Capital Advisors | 3.44% | Add +41.0% | 365,773 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.7% | 358,271 | $8.6M |
| Raymond James & Associates | 0.01% | Add +9.3% | 333,995 | $8.0M |
| Mainsail Financial Group, LLC | 4.65% | Add +20.2% | 330,621 | $7.9M |
| Financial Enhancement Group LLC | 1.15% | Add +16.3% | 312,651 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 297,675 | $7.1M |
| Solitude Financial Services | 3.26% | Add +4.3% | 293,028 | $7.0M |
| Choice Wealth Advisors LLC | 3.38% | Add +2.9% | 266,635 | $6.4M |
| Fsa Wealth Partners, Inc. | 1.69% | New | 257,827 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Add +138.5% | 247,299 | $5.9M |
| Vantage Financial Partners Ltd., Inc. | 1.46% | New | 246,391 | $5.9M |
| Darwin Wealth Management, LLC | 2.91% | Reduce -5.8% | 245,353 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 225,782 | $5.4M |
| TAP Consulting, LLC | 1.12% | Add +8.9% | 222,314 | $5.3M |
| Shelton Wealth Management, LLC | 2.87% | Reduce -11.5% | 200,498 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.25% | Reduce -1.4% | 197,676 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.9% | 191,847 | $4.6M |
| W1M Investment Management Ltd | 0.09% | Add +4.0% | 189,785 | $4.5M |
| PCG Wealth Advisors, LLC | 1.86% | Add +2.3% | 178,946 | $4.3M |
| Castle Wealth Management LLC | 1.94% | Add +5.3% | 169,435 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -10.6% | 169,312 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +0.4% | 164,761 | $3.9M |
| Capital Asset Advisory Services LLC | 0.21% | Add +18.4% | 162,475 | $3.9M |
| Axxcess Wealth Management, LLC | 0.10% | Add +18.5% | 160,266 | $3.8M |
| Citigroup Inc. | 0.00% | Add +11.9% | 158,121 | $3.8M |
| ABLE Financial Group, LLC | 1.35% | Add +8.9% | 156,227 | $3.7M |
| AllSquare Wealth Management LLC | 2.16% | Reduce -1.8% | 150,260 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -24.8% | 150,173 | $3.6M |
| Sargent Investment Group, LLC | 0.72% | Add +2.9% | 148,007 | $3.5M |
| Inspirion Wealth Advisors, LLC | 0.49% | Reduce -7.0% | 134,726 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -29.9% | 134,116 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.6% | 131,341 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -7.8% | 130,695 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -7.8% | 130,695 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.1% | 125,210 | $3.0M |
| Harbour Investments, Inc. | 0.10% | Reduce -7.6% | 121,174 | $2.9M |
| Ameritas Advisory Services, LLC | 0.10% | Add +1.9% | 111,905 | $2.7M |
| Corundum Group, Inc. | 1.04% | Add +55.4% | 111,332 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | — | 108,122 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.31% | Add +13.2% | 109,300 | $2.6M |
| tru Independence LLC | 0.77% | Add +4.2% | 107,084 | $2.6M |
| &partners | 0.11% | Add +191.7% | 107,820 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.0% | 104,933 | $2.5M |
| Asset Allocation Strategies LLC | 0.80% | Reduce -1.8% | 99,348 | $2.4M |
| Comerica Bank | 0.01% | Add +14.0% | 96,372 | $2.3M |
| Bridge Advisory, LLC | 1.12% | Reduce -0.3% | 94,969 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -8.3% | 88,078 | $2.1M |
| Randall & Associates Wealth Management | 1.90% | Reduce -5.2% | 88,010 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.1% | 84,428 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -2.7% | 81,090 | $1.9M |
| Cadent Capital Advisors, LLC | 0.79% | Add +0.5% | 80,908 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -4.2% | 79,893 | $1.9M |
| Chiron Capital Management, LLC | 1.75% | Reduce -0.1% | 76,490 | $1.8M |
| Good Life Advisors, LLC | 0.15% | Add +4.2% | 74,704 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.8% | 72,062 | $1.7M |
| Napatree Capital LLC | 1.36% | Add +8.4% | 70,354 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 68,601 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.53% | No change | 65,000 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.42% | Reduce -3.6% | 64,231 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -20.7% | 63,759 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +4.3% | 58,753 | $1.4M |
| MTM Investment Management, LLC | 0.57% | Reduce -0.2% | 58,151 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -5.8% | 58,462 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Reduce -8.9% | 54,619 | $1.3M |
| Waterfront Wealth Inc. | 0.35% | Reduce -25.8% | 54,540 | $1.3M |
| Arkadios Wealth Advisors | 0.09% | Reduce -5.1% | 54,375 | $1.3M |
| Cascade Investment Group, Inc. | 1.01% | Add +0.5% | 54,288 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -16.3% | 51,568 | $1.2M |
| Trueblood Wealth Management, LLC | 0.69% | Reduce -4.2% | 51,402 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -14.9% | 50,193 | $1.2M |
| GPS Wealth Strategies Group, LLC | 0.18% | Reduce -5.3% | 49,648 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.61% | Add +0.6% | 48,966 | $1.2M |
| Napa Wealth Management | 0.75% | New | 46,380 | $1.1M |
| L.M. Kohn & Company | 0.30% | Add +42.2% | 45,796 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Reduce -33.4% | 45,516 | $1.1M |
| WealthCare Investment Partners, LLC | 0.48% | Add +15.1% | 43,526 | $1.0M |
| Columbia Advisory Partners LLC | 0.98% | Reduce -1.0% | 42,059 | $1.0M |
"% of holder's portfolio" is FTGC's weight in each manager's 13F, not the share of First Trust Global Tactical the manager owns.