First Trust Global TacticalFTGCETF
13F holders, Q4 2024 (December 31)263holders +23
29new positions
24sold out
1famous investor
$23.93avg. 13F price*
At the end of Q4 2024, 263 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, up 23 from Q3 2024. 29 opened new positions and 24 sold out. The largest holders were Wells Fargo & Company ($884.2M), Morgan Stanley ($184.0M) and LPL Financial LLC ($54.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.5M |
| Exits | 24 | $7.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,708,680 shares bought and 2,557,206 shares sold, net +2,151,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| Wells Fargo & Company | 0.21% | Add +6.7% | 36,948,435 | $884.2M |
| Morgan Stanley | 0.01% | Reduce -1.0% | 7,688,203 | $184.0M |
| LPL Financial LLC | 0.02% | Reduce -17.0% | 2,291,015 | $54.8M |
| Total Investment Management Inc. | 6.59% | Add +3.5% | 1,963,530 | $47.0M |
| Royal Bank of Canada | 0.01% | Reduce -3.7% | 1,560,883 | $37.4M |
| UBS Group AG | 0.01% | Reduce -2.5% | 1,247,495 | $29.9M |
| Flaharty Asset Management, LLC | 3.15% | Reduce -1.3% | 902,478 | $21.6M |
| Cyndeo Wealth Partners, LLC | 1.38% | Add +4.0% | 850,853 | $20.4M |
| Raymond James Financial Inc. | 0.01% | — | 787,110 | $18.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.4% | 757,528 | $18.1M |
| Petix & Botte Co | 3.50% | Reduce -23.8% | 556,954 | $13.3M |
| Cwm, LLC | 0.05% | Add +4.7% | 518,265 | $12.4M |
| Valmark Advisers, Inc. | 0.19% | Add +14.1% | 511,909 | $12.2M |
| HFG Wealth Management, LLC | 7.87% | Add +1.9% | 512,692 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -11.5% | 500,394 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.8% | 485,989 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +16.3% | 485,385 | $11.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.1% | 470,684 | $11.3M |
| Financial Enhancement Group LLC | 1.40% | Add +3947.8% | 369,604 | $9.2M |
| Csenge Advisory Group | 0.49% | Reduce -2.5% | 378,752 | $9.1M |
| Mainsail Financial Group, LLC | 5.08% | Add +4.2% | 366,476 | $8.8M |
| &partners | 0.10% | Add +82.6% | 343,534 | $8.2M |
| Cetera Investment Advisers | 0.02% | Reduce -11.8% | 330,986 | $7.9M |
| Arvest Investments, Inc. | 1.25% | Reduce -3.6% | 325,814 | $7.8M |
| Fortress Wealth Management, Inc. | 3.49% | New | 300,506 | $7.2M |
| Choice Wealth Advisors LLC | 3.64% | Add +1.8% | 297,505 | $7.1M |
| Solitude Financial Services | 3.07% | Reduce -2.4% | 292,793 | $7.0M |
| Prospera Financial Services Inc | 0.16% | Add +0.7% | 289,921 | $6.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +13.4% | 265,993 | $6.4M |
| Magnus Financial Group LLC | 0.62% | Reduce -54.6% | 265,589 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +3.7% | 257,562 | $6.2M |
| Wolf Group Capital Advisors | 2.86% | No change | 259,430 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +17.5% | 231,429 | $5.5M |
| Capital Asset Advisory Services LLC | 0.27% | Add +11.7% | 231,071 | $5.5M |
| Axxcess Wealth Management, LLC | 0.14% | Add +14.2% | 230,234 | $5.5M |
| TAP Consulting, LLC | 1.12% | Reduce -4.6% | 228,593 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +59.6% | 211,124 | $5.1M |
| Darwin Wealth Management, LLC | 1.62% | Reduce -15.9% | 201,314 | $4.8M |
| ABLE Financial Group, LLC | 1.42% | Add +12.0% | 201,226 | $4.8M |
| W1M Investment Management Ltd | 0.07% | Reduce -4.2% | 179,755 | $4.3M |
| Carrera Capital Advisors | 0.95% | New | 170,045 | $4.1M |
| AllSquare Wealth Management LLC | 2.07% | Reduce -0.1% | 150,095 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.0% | 142,408 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -28.9% | 142,068 | $3.4M |
| PCG Wealth Advisors, LLC | 1.21% | Reduce -19.0% | 137,159 | $3.3M |
| Climber Capital SA | 2.66% | — | 138,898 | $3.2M |
| Clear Creek Financial Management, LLC | 0.34% | New | 132,981 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.43% | Reduce -7.5% | 127,504 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -12.2% | 127,562 | $3.1M |
| Moment Partners, LLC | 0.58% | — | 127,263 | $3.0M |
| tru Independence LLC | 0.94% | Add +7.0% | 125,022 | $3.0M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Add +8.9% | 122,663 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +56.9% | 120,396 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.9% | 112,367 | $2.7M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1.9% | 112,367 | $2.7M |
| Corundum Group, Inc. | 1.00% | Add +55.3% | 111,905 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -29.2% | 108,490 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.4% | 107,449 | $2.6M |
| Parr McKnight Wealth Management Group, LLC | 0.36% | — | 103,521 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +276.3% | 98,188 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | New | 97,113 | $2.3M |
| Randall & Associates Wealth Management | 1.93% | Reduce -0.2% | 97,097 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -3.1% | 96,816 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +6.2% | 95,992 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -14.2% | 94,575 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -25.1% | 92,390 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Reduce -12.2% | 92,277 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +100.5% | 89,879 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -32.6% | 85,901 | $2.1M |
| Chiron Capital Management, LLC | 1.87% | Add +2.9% | 82,837 | $2.0M |
| Shelton Wealth Management, LLC | 1.05% | Reduce -59.0% | 80,430 | $1.9M |
| Comerica Bank | 0.01% | Reduce -0.9% | 80,065 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +2.2% | 79,201 | $1.9M |
| Cadent Capital Advisors, LLC | 0.61% | Reduce -3.5% | 73,513 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -15.7% | 71,246 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.3% | 69,324 | $1.7M |
| Aft, Forsyth & Sober, LLC | 0.50% | No change | 65,000 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -4.8% | 64,836 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +1.1% | 63,390 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.9% | 63,325 | $1.5M |
| Wisconsin Wealth Advisors, LLC | 2.22% | — | 63,010 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.9% | 55,323 | $1.4M |
| Dunhill Financial, LLC | 0.64% | Add +58.5% | 57,918 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.34% | Reduce -7.5% | 57,187 | $1.4M |
| Columbia Advisory Partners LLC | 1.25% | Add +5.7% | 56,229 | $1.3M |
| Baldwin Wealth Partners LLC | 0.09% | Reduce -64.6% | 55,075 | $1.3M |
| Trueblood Wealth Management, LLC | 0.65% | Reduce -0.4% | 55,039 | $1.3M |
| Sargent Investment Group, LLC | 0.20% | Reduce -7.6% | 48,825 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -5.6% | 49,512 | $1.2M |
| Arkadios Wealth Advisors | 0.06% | Add +10.3% | 49,274 | $1.2M |
| Asset Allocation Strategies LLC | 0.28% | Reduce -28.9% | 46,174 | $1.2M |
| Cascade Investment Group, Inc. | 0.82% | Reduce -8.4% | 47,824 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -7.9% | 46,825 | $1.1M |
| Renaissance Technologies | 0.00% | Add +329.8% | 46,400 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -5.6% | 46,209 | $1.1M |
| Strategic Financial Concepts, LLC | 0.20% | Add +398.0% | 44,000 | $1.1M |
| Cushing Capital Partners, LLC | 1.00% | — | 43,562 | $1.0M |
| Waterfront Wealth Inc. | 0.25% | Reduce -5.7% | 42,196 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -71.4% | 41,847 | $1.0M |
| Stablepoint Partners, LLC | 0.17% | Reduce -1.4% | 38,922 | $931K |
"% of holder's portfolio" is FTGC's weight in each manager's 13F, not the share of First Trust Global Tactical the manager owns.