First Trust Global TacticalFTGCETF
13F holders, Q3 2024 (September 30)240holders −20
24new positions
43sold out
1famous investor
$23.69avg. 13F price*
At the end of Q3 2024, 240 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 20 from Q2 2024. 24 opened new positions and 43 sold out. The largest holders were Wells Fargo & Company ($820.2M), Morgan Stanley ($184.0M) and LPL Financial LLC ($65.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Global Tactical
- CUSIP
- 33739H101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $10.1M |
| Exits | 43 | $37.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,862,657 shares bought and 7,975,282 shares sold, net −6,112,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Wells Fargo & Company | 0.20% | Reduce -2.8% | 34,621,867 | $820.2M |
| Morgan Stanley | 0.01% | Reduce -13.0% | 7,767,028 | $184.0M |
| LPL Financial LLC | 0.03% | Reduce -13.1% | 2,760,498 | $65.4M |
| Total Investment Management Inc. | 5.04% | Add +3.4% | 1,897,248 | $44.9M |
| Royal Bank of Canada | 0.01% | Reduce -5.7% | 1,621,564 | $38.4M |
| UBS Group AG | 0.01% | Reduce -9.3% | 1,279,869 | $30.3M |
| Flaharty Asset Management, LLC | 3.05% | Reduce -4.6% | 914,335 | $21.7M |
| Cyndeo Wealth Partners, LLC | 1.35% | Add +11.6% | 817,764 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.9% | 732,519 | $17.4M |
| Petix & Botte Co | 4.61% | Add +3.8% | 730,661 | $17.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.4% | 612,062 | $14.5M |
| Magnus Financial Group LLC | 1.41% | Add +5.8% | 584,981 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.4% | 565,357 | $13.4M |
| HFG Wealth Management, LLC | 7.67% | No change | 503,113 | $12.0M |
| Cwm, LLC | 0.05% | Add +20.8% | 495,193 | $11.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -6.7% | 493,342 | $11.7M |
| Valmark Advisers, Inc. | 0.17% | Reduce -0.7% | 448,839 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +20.3% | 430,888 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.1% | 417,393 | $9.9M |
| Csenge Advisory Group | 0.49% | Reduce -54.4% | 388,495 | $9.4M |
| Cetera Investment Advisers | 0.02% | Reduce -34.4% | 375,266 | $8.9M |
| Mainsail Financial Group, LLC | 4.95% | Add +6.4% | 351,876 | $8.3M |
| Arvest Investments, Inc. | 1.21% | Add +456448.7% | 337,846 | $8.0M |
| Solitude Financial Services | 3.03% | Add +2.4% | 300,098 | $7.1M |
| Choice Wealth Advisors LLC | 3.46% | Add +9.6% | 292,307 | $6.9M |
| Prospera Financial Services Inc | 0.17% | Add +226.8% | 287,825 | $6.8M |
| Raymond James & Associates | 0.00% | Reduce -24.8% | 251,211 | $6.0M |
| Wolf Group Capital Advisors | 2.81% | Reduce -29.1% | 259,430 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Add +0.4% | 248,394 | $5.9M |
| TAP Consulting, LLC | 1.12% | Add +7.8% | 239,622 | $5.7M |
| Darwin Wealth Management, LLC | 1.56% | Reduce -2.4% | 239,510 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -59.5% | 234,644 | $5.6M |
| Capital Asset Advisory Services LLC | 0.25% | Add +27.3% | 206,819 | $4.9M |
| Axxcess Wealth Management, LLC | 0.12% | Add +25.8% | 201,613 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.6% | 199,705 | $4.7M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -0.4% | 196,906 | $4.7M |
| Shelton Wealth Management, LLC | 2.64% | Reduce -2.3% | 195,967 | $4.6M |
| &partners | 0.09% | Add +74.5% | 188,154 | $4.5M |
| W1M Investment Management Ltd | 0.07% | Reduce -1.2% | 187,585 | $4.4M |
| ABLE Financial Group, LLC | 1.32% | Add +15.0% | 179,657 | $4.3M |
| PCG Wealth Advisors, LLC | 1.55% | Reduce -5.4% | 169,329 | $4.0M |
| Baldwin Wealth Partners LLC | 0.25% | New | 155,585 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -7.0% | 153,229 | $3.6M |
| AllSquare Wealth Management LLC | 2.02% | No change | 150,260 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -22.7% | 148,342 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.5% | 146,391 | $3.5M |
| Truist Financial Corp. | 0.01% | Reduce -14.2% | 145,286 | $3.4M |
| Inspirion Wealth Advisors, LLC | 0.46% | Add +2.3% | 137,877 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -55.6% | 132,279 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -19.3% | 127,543 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.5% | 123,289 | $2.9M |
| tru Independence LLC | 0.81% | Add +9.1% | 116,827 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Add +3.0% | 112,629 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -15.6% | 110,285 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -15.6% | 110,285 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -16.1% | 110,214 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +3.8% | 108,959 | $2.6M |
| Harbour Investments, Inc. | 0.07% | Reduce -13.3% | 105,037 | $2.5M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -10.7% | 99,911 | $2.4M |
| Randall & Associates Wealth Management | 1.89% | Add +10.6% | 97,317 | $2.3M |
| Bridge Advisory, LLC | 1.08% | Add +0.6% | 95,496 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +13.1% | 90,387 | $2.1M |
| Composition Wealth, LLC | 0.05% | Reduce -88.2% | 84,532 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 82,527 | $2.0M |
| Good Life Advisors, LLC | 0.12% | Add +8.7% | 81,163 | $1.9M |
| Comerica Bank | 0.01% | Reduce -16.1% | 80,831 | $1.9M |
| Chiron Capital Management, LLC | 1.69% | Add +5.3% | 80,503 | $1.9M |
| Principal Securities, Inc. | 0.04% | Reduce -4.5% | 77,462 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6393.2% | 76,750 | $1.8M |
| Cadent Capital Advisors, LLC | 0.61% | Reduce -5.8% | 76,188 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 74,816 | $1.8M |
| Corundum Group, Inc. | 0.78% | Reduce -35.3% | 72,044 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -0.8% | 68,072 | $1.6M |
| Aft, Forsyth & Sober, LLC | 0.51% | No change | 65,000 | $1.5M |
| Asset Allocation Strategies LLC | 0.44% | Reduce -34.6% | 64,923 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 62,670 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.37% | Reduce -3.7% | 61,852 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 60,938 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.6% | 56,383 | $1.3M |
| Trueblood Wealth Management, LLC | 0.66% | Add +7.5% | 55,250 | $1.3M |
| Columbia Advisory Partners LLC | 1.19% | Add +26.5% | 53,190 | $1.3M |
| Sargent Investment Group, LLC | 0.22% | Reduce -64.3% | 52,828 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -10.7% | 52,462 | $1.2M |
| Cascade Investment Group, Inc. | 0.91% | Reduce -3.8% | 52,229 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Reduce -6.9% | 50,864 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -2.5% | 48,959 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.9% | 44,826 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -17.9% | 44,664 | $1.1M |
| Waterfront Wealth Inc. | 0.26% | Reduce -18.0% | 44,731 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -6.0% | 42,787 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.0% | 40,066 | $949K |
| Stablepoint Partners, LLC | 0.17% | Reduce -0.4% | 39,481 | $935K |
| WealthCare Investment Partners, LLC | 0.41% | Reduce -11.9% | 38,341 | $930K |
| Napa Wealth Management | 0.42% | Reduce -19.9% | 37,150 | $880K |
| EPG Wealth Management LLC | 0.22% | Add +0.0% | 36,555 | $866K |
| Dunhill Financial, LLC | 0.44% | Add +452.7% | 36,532 | $865K |
| Aspect Partners, LLC | 0.44% | Add +1.9% | 33,452 | $792K |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.8% | 33,297 | $789K |
| Visionary Wealth Advisors | 0.05% | Add +5.3% | 33,104 | $784K |
| Benjamin Edwards Inc. | 0.01% | Add +350.9% | 31,779 | $753K |
| Old Mission Capital LLC | 0.02% | New | 29,017 | $687K |
| Global Assets Advisory, LLC | 0.37% | New | 28,221 | $674K |
| Raymond James Trust N.A. | 0.01% | No change | 28,374 | $672K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 27,921 | $661K |
| NewEdge Advisors, LLC | 0.00% | Reduce -35.5% | 26,094 | $618K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -47.6% | 26,012 | $616K |
| MTM Investment Management, LLC | 0.23% | Reduce -57.3% | 24,812 | $600K |
| E&G Advisors, LLC | 0.16% | Reduce -2.6% | 24,743 | $586K |
| Focus Financial Network, Inc. | 0.02% | Reduce -8.9% | 24,687 | $585K |
| RFG Advisory, LLC | 0.02% | Reduce -19.6% | 23,670 | $561K |
| Oarsman Capital, Inc. | 0.10% | Reduce -1.9% | 23,475 | $556K |
| Capital Wealth Alliance, LLC | 0.32% | Reduce -3.1% | 23,127 | $548K |
| Bulltick Wealth Management, LLC | 0.13% | No change | 22,885 | $542K |
| Boyce & Associates Wealth Consulting, Inc. | 0.56% | Add +5.0% | 22,690 | $538K |
| WMG Financial Advisors, LLC | 0.24% | Reduce -0.8% | 22,292 | $528K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.2% | 22,005 | $521K |
| Clarus Wealth Advisors | 0.26% | Add +4.7% | 20,948 | $508K |
| GeoWealth Management, LLC | 0.02% | Reduce -8.8% | 21,286 | $504K |
| Accel Wealth Management | 0.19% | Reduce -16.9% | 21,218 | $503K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.0% | 21,017 | $498K |
| Strategic Blueprint, LLC | 0.03% | Reduce -23.1% | 19,834 | $470K |
| Concourse Financial Group Securities, Inc. | 0.03% | No change | 19,607 | $464K |
| Creative Planning | 0.00% | Add +9.8% | 19,359 | $459K |
| DAVENPORT & Co LLC | 0.00% | Add +12.6% | 19,320 | $458K |
| CreativeOne Wealth, LLC | 0.02% | New | 19,196 | $455K |
| AE Wealth Management LLC | 0.00% | Reduce -45.6% | 19,144 | $454K |
| Merit Financial Group, LLC | 0.01% | Reduce -16.5% | 18,810 | $446K |
| Global Retirement Partners, LLC | 0.01% | Reduce -7.2% | 18,788 | $445K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -86.3% | 18,351 | $440K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.8% | 18,546 | $439K |
| SMART Wealth LLC | 0.17% | Reduce -22.5% | 18,478 | $438K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -37.0% | 18,251 | $432K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.1% | 18,163 | $430K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -52.4% | 17,845 | $423K |
| Kovack Advisors, Inc. | 0.04% | Add +0.6% | 16,777 | $397K |
| Lunt Capital Management, Inc. | 0.18% | Add +23.3% | 16,247 | $385K |
| Lanark Financial, Inc. | 0.03% | Reduce -22.4% | 15,921 | $377K |
| Cozad Asset Management Inc. | 0.04% | Reduce -21.7% | 15,668 | $371K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -11.6% | 15,430 | $366K |
| Hilltop Holdings Inc. | 0.02% | Add +2.5% | 15,196 | $360K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -22.3% | 15,004 | $355K |
| TFB Advisors LLC | 0.10% | Reduce -5.4% | 14,375 | $341K |
| Wedbush Securities Inc. | 0.01% | Add +22.6% | 14,142 | $335K |
| Modern Wealth Management, LLC | 0.02% | Reduce -5.9% | 14,068 | $333K |
| Axiom Advisory, LLC | 0.00% | Add +2.3% | 14,274 | $332K |
| City Center Advisors, LLC | 0.36% | Reduce -7.0% | 13,774 | $326K |
| Mgo One Seven LLC | 0.01% | Reduce -5.1% | 12,709 | $301K |
| HBW Advisory Services LLC | 0.04% | Reduce -55.3% | 12,457 | $295K |
| Interchange Capital Partners, LLC | 0.10% | Add +3.1% | 11,901 | $282K |
| Americana Partners, LLC | 0.02% | Reduce -0.6% | 11,630 | $276K |
| Landmark Wealth Management, Inc. | 0.14% | Reduce -19.4% | 11,459 | $271K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +9.9% | 11,132 | $264K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,015 | $261K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 10,831 | $257K |
| Renaissance Technologies | 0.00% | New | 10,795 | $256K |
| Objective Capital Management, LLC | 0.15% | — | 10,714 | $254K |
| Northwest Wealth Management, LLC | 0.06% | No change | 10,705 | $254K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -0.4% | 10,580 | $251K |
| Park National Corp. | 0.01% | New | 9,963 | $236K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.1% | 9,926 | $235K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -41.5% | 9,894 | $234K |
| Certified Advisory Corp | 0.02% | Reduce -14.6% | 9,482 | $225K |
| Merkkuri Wealth Advisors LLC | 0.17% | Add +1.6% | 9,226 | $219K |
| Mariner, LLC | 0.00% | Reduce -24.4% | 9,223 | $219K |
| Tyler-Stone Wealth Management | 0.04% | Add +100.0% | 9,144 | $217K |
| Private Client Services, LLC | 0.11% | New | 8,948 | $212K |
| Cutter & CO Brokerage, Inc. | 0.05% | Add +0.5% | 8,905 | $211K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -14.0% | 8,852 | $210K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -95.8% | 8,836 | $209K |
| Financial Enhancement Group LLC | 0.04% | Reduce -97.1% | 9,131 | $205K |
| Flagstar Securities, Inc. | 0.05% | Reduce -3.3% | 8,600 | $204K |
| Core Wealth Partners LLC | 0.12% | Add +0.1% | 8,591 | $204K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.9% | 7,846 | $186K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.2% | 6,892 | $163K |
| IFP Advisors, Inc | 0.01% | Add +16.7% | 6,807 | $161K |
| International Assets Investment Management, LLC | 0.01% | Reduce -29.7% | 6,564 | $156K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +1812.5% | 5,661 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.4% | 5,477 | $130K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -16.3% | 4,460 | $105K |
| First Horizon Advisors, Inc. | 0.00% | New | 4,245 | $101K |
| First United Bank & Trust | 0.03% | Reduce -52.6% | 3,976 | $94K |
| Bank of America Corp. | 0.00% | Add +412.1% | 3,907 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.6% | 2,985 | $71K |
| Larson Financial Group LLC | 0.00% | Add +60.3% | 2,652 | $63K |
| Balefire, LLC | 0.02% | Reduce -22.9% | 2,183 | $52K |
| Creekmur Asset Management LLC | 0.01% | Reduce -31.1% | 2,178 | $52K |
| Values First Advisors, Inc. | 0.03% | New | 1,943 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -52.1% | 1,915 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -24.3% | 1,901 | $45K |
| Assetmark, Inc. | 0.00% | Reduce -86.2% | 1,865 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +301.0% | 1,600 | $38K |
| Key Financial Inc | 0.01% | No change | 1,591 | $38K |
| Allworth Financial LP | 0.00% | Add +0.4% | 1,557 | $37K |
| Barrett & Company, Inc. | 0.01% | Add +1.6% | 1,236 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.3% | 1,125 | $27K |
| US Bancorp \de | 0.00% | Add +84.5% | 1,118 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1084.3% | 983 | $23K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 954 | $23K |
| Ashton Thomas Securities, LLC | 0.00% | New | 952 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 924 | $22K |
| Jaffetilchin Investment Partners, LLC | 0.00% | Reduce -94.6% | 913 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 900 | $21K |
| NFSG Corp | 0.01% | New | 725 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +248.8% | 600 | $14K |
| WASHINGTON TRUST Co | 0.00% | No change | 508 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 480 | $11K |
| Salomon & Ludwin, LLC | 0.00% | New | 480 | $11K |
| Fifth Third Bancorp | 0.00% | No change | 440 | $10K |
| PSI Advisors, LLC | 0.00% | Reduce -6.2% | 424 | $10K |
| Beacon Capital Management, LLC | 0.00% | New | 390 | $9K |
| Blume Capital Management, Inc. | 0.00% | New | 302 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.6% | 261 | $6K |
| Hall Laurie J Trustee | 0.00% | New | 260 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -7.8% | 214 | $6K |
| TD Capital Management LLC | 0.00% | Add +1.8% | 223 | $5K |
| Investors Research Corp | 0.00% | No change | 216 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Add +1.5% | 198 | $5K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -35.1% | 185 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -94.2% | 148 | $4K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 134 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 133 | $3K |
| Clear Point Advisors Inc. | 0.00% | Add +0.8% | 125 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -54.1% | 83 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 69 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -63.9% | 61 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 60 | $1K |
| Proffitt & Goodson Inc. | 0.00% | No change | 50 | $1K |
| POM Investment Strategies, LLC | 0.00% | New | 43 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 33 | $1K |
| Tucker Asset Management LLC | 0.00% | Add +2.6% | 40 | $948 |
| Bokf, NA | 0.00% | New | 32 | $776 |
| Frazier Financial Advisors, LLC | 0.00% | Add +3.1% | 33 | $771 |
| Aspire Private Capital, LLC | 0.00% | Reduce -94.7% | 25 | $592 |
| Laurel Wealth Advisors LLC | 0.00% | New | 20 | $474 |
| Transcendent Capital Group LLC | 0.00% | No change | 10 | $237 |
| Continuum Advisory, LLC | 0.00% | No change | 9 | $209 |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $166 |
| Signaturefd, LLC | 0.00% | New | 5 | $118 |
| Avior Wealth Management, LLC | 0.00% | Reduce -93.0% | 100 | $100 |
| FMR LLC | 0.00% | Reduce -60.0% | 2 | $47 |
"% of holder's portfolio" is FTGC's weight in each manager's 13F, not the share of First Trust Global Tactical the manager owns.