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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$21.5M
Exits24$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
Park Square Financial Group, LLC 0.64% — 38,734 $927K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.9% 35,698 $854K
Financial Advocates Investment Management 0.05% Reduce -17.5% 35,305 $845K
EPG Wealth Management LLC 0.22% Reduce -3.5% 35,294 $845K
Wealth Enhancement Advisory Services, LLC 0.00% New 35,007 $838K
Equitable Holdings, Inc. 0.01% Add +4.5% 34,788 $832K
Visionary Wealth Advisors 0.05% Add +2.3% 33,876 $811K
Envision Financial LLC 0.65% — 33,646 $805K
Aspect Partners, LLC 0.45% Reduce -2.2% 32,729 $783K
WealthCare Investment Partners, LLC 0.34% Reduce -15.6% 32,371 $781K
Napa Wealth Management 0.33% Reduce -14.2% 31,860 $762K
Benjamin Edwards Inc. 0.01% Reduce -6.6% 29,680 $710K
Global Assets Advisory, LLC 0.38% No change 28,221 $681K
Johnson Investment Counsel Inc. 0.01% No change 27,921 $668K
Quadrature Capital Ltd 0.01% New 27,308 $653K
Callan Family Office, LLC 0.04% New 27,000 $646K
GPS Wealth Strategies Group, LLC 0.08% Reduce -2.3% 25,410 $608K
Focus Financial Network, Inc. 0.02% Add +1.9% 25,158 $602K
MTM Investment Management, LLC 0.23% No change 24,812 $594K
Oarsman Capital, Inc. 0.10% Add +1.9% 23,923 $572K
Puff Wealth Management, LLC 0.98% — 23,443 $561K
E&G Advisors, LLC 0.15% Reduce -6.3% 23,191 $555K
Bulltick Wealth Management, LLC 0.13% No change 22,885 $548K
Boyce & Associates Wealth Consulting, Inc. 0.54% Reduce -1.5% 22,355 $535K
Lunt Capital Management, Inc. 0.21% Add +36.5% 22,180 $531K
IHT Wealth Management, LLC 0.02% Add +21.7% 22,110 $529K
Capital Wealth Alliance, LLC 0.29% Reduce -7.0% 21,500 $514K
Clarus Wealth Advisors 0.25% Reduce -2.1% 20,508 $509K
WMG Financial Advisors, LLC 0.22% Reduce -4.7% 21,247 $508K
Accel Wealth Management 0.19% Add +0.1% 21,247 $508K
Moors & Cabot, Inc. 0.02% Reduce -0.4% 20,933 $501K
Concourse Financial Group Securities, Inc. 0.03% No change 19,607 $489K
Modern Wealth Management, LLC 0.02% Add +44.7% 20,360 $487K
CreativeOne Wealth, LLC 0.01% Add +4.9% 20,139 $482K
Creative Planning 0.00% Add +2.3% 19,805 $474K
Merit Financial Group, LLC 0.01% Add +4.0% 19,566 $468K
DAVENPORT & Co LLC 0.00% No change 19,320 $462K
First Heartland Consultants, Inc. 0.05% New 19,137 $458K
OneDigital Investment Advisors LLC 0.01% Reduce -13.6% 19,005 $455K
Ashton Thomas Private Wealth, LLC 0.02% Add +1.4% 18,514 $443K
Snowden Capital Advisors LLC 0.01% Reduce -0.5% 18,448 $441K
RFG Advisory, LLC 0.01% Reduce -24.8% 17,798 $426K
Global Retirement Partners, LLC 0.01% Reduce -6.4% 17,592 $421K
J.W. Cole Advisors, Inc. 0.02% Add +10.8% 17,103 $409K
Kovack Advisors, Inc. 0.04% Add +0.1% 16,789 $402K
GeoWealth Management, LLC 0.01% Reduce -21.7% 16,675 $399K
Headland Capital, LLC 0.12% — 15,055 $360K
AE Wealth Management LLC 0.00% Reduce -22.3% 14,868 $356K
TFB Advisors LLC 0.10% Add +0.2% 14,402 $345K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -21.6% 14,389 $344K
Advisory Services Network, LLC 0.01% New 14,220 $340K
City Center Advisors, LLC 0.38% Add +1.6% 13,987 $335K
Castleview Partners, LLC 0.18% New 13,730 $331K
Millstone Evans Group, LLC 0.23% — 13,805 $330K
Centaurus Financial, Inc. 0.02% New 13,799 $330K
Strategic Blueprint, LLC 0.02% Reduce -32.9% 13,319 $319K
Qube Research & Technologies Ltd 0.00% New 13,209 $316K
Sovran Advisors, LLC 0.04% — 12,101 $300K
Mgo One Seven LLC 0.01% Reduce -6.6% 11,868 $284K
Americana Partners, LLC 0.01% Add +1.8% 11,834 $283K
Focus Partners Advisor Solutions, LLC 0.00% Add +4.4% 11,503 $275K
Sowell Financial Services LLC 0.01% New 11,491 $275K
Northwest Wealth Management, LLC 0.06% Add +7.2% 11,470 $274K
Wedbush Securities Inc. 0.01% Reduce -20.3% 11,275 $270K
Objective Capital Management, LLC 0.17% Add +1.9% 10,919 $261K
Independent Advisor Alliance 0.00% New 10,851 $260K
Plante Moran Financial Advisors, LLC 0.02% No change 10,831 $259K
Morton Brown Family Wealth, LLC 0.09% No change 10,580 $253K
Rockefeller Capital Management L.P. 0.00% Reduce -40.9% 10,544 $252K
Landmark Wealth Management, Inc. 0.12% Reduce -10.8% 10,216 $244K
Hilltop Holdings Inc. 0.02% Reduce -33.4% 10,121 $242K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.1% 9,820 $235K
Copia Wealth Management 0.22% — 9,802 $235K
Foundations Investment Advisors, LLC 0.00% Add +10.6% 9,793 $234K
Certified Advisory Corp 0.03% Add +2.5% 9,714 $232K
Acorn Financial Advisory Services Inc. 0.04% Reduce -13.9% 9,583 $229K
Private Client Services, LLC 0.12% Add +6.6% 9,535 $228K
Daymark Wealth Partners, LLC 0.01% Reduce -7.2% 9,183 $220K
Tyler-Stone Wealth Management 0.04% No change 9,144 $219K
Mariner, LLC 0.00% Reduce -3.5% 8,902 $213K
Park National Corp. 0.01% Reduce -12.0% 8,763 $210K
Core Wealth Partners LLC 0.12% Add +0.1% 8,601 $206K
Balefire, LLC 0.06% Add +228.0% 7,160 $173K
Farther Finance Advisors, LLC 0.01% Add +4.3% 7,192 $172K
Clearstead Advisors, LLC 0.00% Reduce -20.9% 6,206 $149K
Spire Wealth Management 0.00% New 6,050 $145K
IFP Advisors, Inc 0.00% Reduce -16.3% 5,699 $136K
PNC Financial Services Group, Inc. 0.00% Reduce -11.9% 4,827 $116K
Farmers & Merchants Investments Inc. 0.00% Reduce -40.0% 3,394 $81K
IMG Wealth Management, Inc. 0.07% — 3,129 $75K
Sunbelt Securities, Inc. 0.01% No change 2,985 $71K
Bokf, NA 0.00% Add +8196.9% 2,655 $66K
Larson Financial Group LLC 0.00% Add +0.8% 2,673 $64K
First United Bank & Trust 0.02% Reduce -37.4% 2,491 $60K
Ameriflex Group, Inc. 0.02% — 2,019 $50K
Assetmark, Inc. 0.00% Add +11.3% 2,076 $50K
Synergy Investment Management, LLC 0.02% — 2,064 $49K
First Horizon Advisors, Inc. 0.00% Reduce -52.2% 2,031 $49K
Creekmur Asset Management LLC 0.01% Reduce -7.9% 2,005 $48K
Mechanics Financial Corp 0.02% New 2,000 $48K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.4% 1,923 $46K
Private Trust Co. NA 0.00% No change 1,901 $45K
Blue Trust, Inc. 0.00% New 1,885 $45K
Golden State Wealth Management, LLC 0.01% — 1,799 $43K
Allworth Financial LP 0.00% Add +0.4% 1,563 $39K
Key Financial Inc 0.01% No change 1,591 $38K
Geneos Wealth Management Inc. 0.00% New 1,471 $35K
AlphaMark Advisors, LLC 0.01% Add +627.0% 1,345 $32K
AdvisorNet Financial, Inc 0.00% Add +12.7% 1,268 $30K
Barrett & Company, Inc. 0.01% Add +0.8% 1,246 $30K
Brown Brothers Harriman & Co. 0.00% Reduce -27.7% 1,157 $28K
Marshall Investment Management, LLC 0.02% — 1,090 $26K
SBI Securities Co., Ltd. 0.00% — 1,031 $25K
First Financial Corp. 0.01% New 985 $24K
Brown, Lisle/Cummings, Inc. 0.01% No change 924 $22K
Holos Integrated Wealth LLC 0.01% — 901 $22K
Pinnacle Bancorp, Inc. 0.01% No change 900 $22K
NFSG Corp 0.00% No change 725 $17K
Sanctuary Wealth Management, L.L.C. 0.01% Reduce -27.9% 688 $16K
Salomon & Ludwin, LLC 0.00% Add +35.2% 649 $16K
US Bancorp \de 0.00% Reduce -42.8% 639 $15K
Whittier Trust Co. of Nevada Inc. 0.00% No change 600 $14K
Kestra Investment Management, LLC 0.00% New 511 $12K
WASHINGTON TRUST Co 0.00% No change 508 $12K
Fifth Third Bancorp 0.00% No change 440 $11K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -10.4% 430 $10K
Bank of America Corp. 0.00% Reduce -89.3% 417 $10K
Graney & King, LLC 0.01% — 417 $10K
Wingate Wealth Advisors, Inc. 0.01% — 414 $10K
PSI Advisors, LLC 0.00% Reduce -5.9% 399 $10K
Sound Income Strategies, LLC 0.00% Add +150.7% 371 $9K
Beacon Capital Management, LLC 0.00% Reduce -30.8% 270 $6K
Hall Laurie J Trustee 0.00% No change 260 $6K
Cullen/Frost Bankers, Inc. 0.00% New 228 $5K
TD Capital Management LLC 0.00% Add +0.9% 225 $5K
Nova Wealth Management, Inc. 0.00% — 219 $5K
Investors Research Corp 0.00% No change 216 $5K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 212 $5K
EverSource Wealth Advisors, LLC 0.00% Reduce -20.3% 208 $5K
Harbor Investment Advisory, LLC 0.00% Add +1.0% 200 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.9% 178 $4K
Reyes Financial Architecture, Inc. 0.00% — 141 $3K
Mascoma Wealth Management LLC 0.00% New 140 $3K
St Germain D J Co. Inc. 0.00% New 101 $2K
CoreCap Advisors, LLC 0.00% New 83 $2K
MAI Capital Management 0.00% New 74 $2K
Hexagon Capital Partners LLC 0.00% No change 69 $2K
Creative Financial Designs Inc. 0.00% No change 60 $1K
SouthState Bank Corp 0.00% New 58 $1K
Proffitt & Goodson Inc. 0.00% No change 50 $1K
POM Investment Strategies, LLC 0.00% No change 43 $1K
Resources Management Corp. /CT/ 0.00% No change 33 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -87.4% 27 $1K
Frazier Financial Advisors, LLC 0.00% No change 33 $778
Medallion Wealth Advisors, LLC 0.00% — 19 $466
Lanark Financial, Inc. 0.03% — 13 $311
West Paces Advisors Inc. 0.00% New 10 $239
Continuum Advisory, LLC 0.00% No change 9 $215
FWL Investment Management, LLC 0.00% No change 7 $168
Signaturefd, LLC 0.00% No change 5 $120
Avior Wealth Management, LLC 0.00% No change 100 $100
Tucker Asset Management LLC 0.00% Reduce -92.5% 3 $72
FMR LLC 0.00% Reduce -50.0% 1 $24

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