First Trust Global TacticalFTGCETF
13F holders, Q1 2025 (March 31)264holders +1
35new positions
31sold out
1famous investor
$25.48avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, up 1 from Q4 2024. 35 opened new positions and 31 sold out. The largest holders were Wells Fargo & Company ($962.8M), Morgan Stanley ($239.3M) and LPL Financial LLC ($73.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $31.0M |
| Exits | 31 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 7,996,727 shares bought and 1,639,379 shares sold, net +6,357,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Wells Fargo & Company | 0.23% | Add +2.1% | 37,728,298 | $962.8M |
| Morgan Stanley | 0.02% | Add +22.0% | 9,378,001 | $239.3M |
| LPL Financial LLC | 0.03% | Add +24.9% | 2,861,014 | $73.0M |
| Total Investment Management Inc. | 7.00% | Add +6.8% | 2,097,516 | $53.5M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 1,485,684 | $37.9M |
| UBS Group AG | 0.01% | Reduce -2.3% | 1,218,514 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Add +34.9% | 1,061,526 | $27.1M |
| NewEdge Advisors, LLC | 0.14% | Add +838.4% | 921,393 | $23.5M |
| Flaharty Asset Management, LLC | 3.34% | Add +0.4% | 905,877 | $23.1M |
| Cyndeo Wealth Partners, LLC | 1.48% | Add +4.0% | 884,476 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.4% | 768,422 | $19.6M |
| Csenge Advisory Group | 0.93% | Add +76.0% | 666,770 | $16.3M |
| Valmark Advisers, Inc. | 0.22% | Add +11.1% | 568,534 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +15.9% | 562,639 | $14.4M |
| Cwm, LLC | 0.06% | Add +8.1% | 560,277 | $14.3M |
| IFP Advisors, Inc | 0.44% | Add +9621.4% | 554,022 | $14.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.2% | 540,494 | $13.8M |
| Carrera Capital Advisors | 2.81% | Add +192.2% | 496,844 | $12.7M |
| Petix & Botte Co | 3.25% | Reduce -13.2% | 483,672 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 467,027 | $11.9M |
| HFG Wealth Management, LLC | 6.26% | Reduce -15.8% | 431,861 | $10.3M |
| Wolf Group Capital Advisors | 3.40% | Add +52.7% | 396,177 | $10.1M |
| Mainsail Financial Group, LLC | 5.52% | Add +4.2% | 381,744 | $9.7M |
| Beaumont Financial Advisors, LLC | 0.75% | New | 376,273 | $9.6M |
| Cetera Investment Advisers | 0.02% | Add +9.7% | 363,227 | $9.3M |
| Financial Enhancement Group LLC | 1.34% | Reduce -5.2% | 350,484 | $8.6M |
| Great Diamond Partners, LLC | 2.18% | New | 312,816 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.5% | 312,635 | $8.0M |
| &partners | 0.08% | Reduce -8.5% | 314,303 | $7.9M |
| Solitude Financial Services | 3.00% | Add +3.5% | 303,133 | $7.7M |
| Fortress Wealth Management, Inc. | 3.84% | Reduce -3.5% | 289,921 | $7.4M |
| Choice Wealth Advisors LLC | 3.78% | Reduce -4.5% | 284,189 | $7.3M |
| Magnus Financial Group LLC | 0.69% | Add +4.6% | 277,699 | $7.1M |
| Prospera Financial Services Inc | 0.16% | Reduce -5.6% | 273,690 | $7.0M |
| Capital Asset Advisory Services LLC | 0.33% | Add +8.5% | 250,648 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.4% | 251,269 | $6.4M |
| Arvest Investments, Inc. | 1.01% | Reduce -22.9% | 251,132 | $6.4M |
| Axxcess Wealth Management, LLC | 0.17% | Add +8.4% | 249,674 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.28% | Add +0.6% | 232,702 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -16.0% | 223,403 | $5.7M |
| ABLE Financial Group, LLC | 1.58% | Add +10.1% | 221,480 | $5.7M |
| W1M Investment Management Ltd | 0.08% | Add +15.7% | 207,915 | $5.3M |
| Darwin Wealth Management, LLC | 1.62% | No change | 201,314 | $4.8M |
| Renaissance Technologies | 0.01% | Add +227.8% | 152,096 | $3.9M |
| AllSquare Wealth Management LLC | 2.21% | Reduce -3.0% | 145,635 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +25.3% | 135,973 | $3.5M |
| Clear Creek Financial Management, LLC | 0.36% | Add +1.1% | 134,454 | $3.4M |
| PCG Wealth Advisors, LLC | 1.19% | Reduce -2.4% | 133,909 | $3.4M |
| Moment Partners, LLC | 0.64% | Reduce -0.8% | 126,286 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +0.1% | 122,835 | $3.1M |
| Inspirion Wealth Advisors, LLC | 0.43% | Reduce -4.1% | 122,306 | $3.1M |
| Napa Wealth Management | 1.75% | Add +281.8% | 121,641 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 120,909 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -42.8% | 120,669 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +10.4% | 118,604 | $3.0M |
| Climber Capital SA | 2.36% | Add +4.4% | 145,028 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -8.5% | 116,774 | $3.0M |
| Tounjian Advisory Partners, LLC | 0.55% | — | 116,096 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +82.5% | 115,682 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.8% | 115,404 | $2.9M |
| Global Assets Advisory, LLC | 0.55% | Add +328.6% | 120,963 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -26.4% | 104,772 | $2.7M |
| Parr McKnight Wealth Management Group, LLC | 0.38% | Reduce -1.0% | 102,464 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +5.6% | 101,406 | $2.6M |
| Ameritas Advisory Services, LLC | 0.10% | Add +3.1% | 99,851 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -12.9% | 97,811 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -12.9% | 97,811 | $2.5M |
| Shelton Wealth Management, LLC | 1.42% | Add +20.7% | 97,066 | $2.5M |
| Randall & Associates Wealth Management | 1.93% | Reduce -5.5% | 91,737 | $2.3M |
| Harbour Investments, Inc. | 0.07% | Reduce -0.7% | 91,681 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +367.7% | 90,361 | $2.3M |
| Dunhill Financial, LLC | 0.99% | Add +46.9% | 85,059 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -4.5% | 82,000 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -11.6% | 81,665 | $2.1M |
| Fig Financial Advisory Services Inc. | 1.46% | New | 81,076 | $2.1M |
| Chiron Capital Management, LLC | 1.86% | Reduce -3.3% | 80,068 | $2.0M |
| Comerica Bank | 0.01% | Reduce -6.6% | 74,759 | $1.9M |
| Principal Securities, Inc. | 0.04% | No change | 79,201 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.38% | New | 73,422 | $1.9M |
| Corundum Group, Inc. | 0.90% | Reduce -34.5% | 73,258 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +74.6% | 73,054 | $1.9M |
| Cadent Capital Advisors, LLC | 0.69% | Reduce -3.8% | 70,690 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -5.1% | 67,594 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.7% | 66,742 | $1.7M |
| Wisconsin Wealth Advisors, LLC | 2.34% | Add +1.4% | 63,864 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.8% | 63,845 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.5% | 63,247 | $1.6M |
| Visionary Wealth Advisors | 0.09% | Add +79.9% | 60,952 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.37% | Add +1.7% | 58,154 | $1.5M |
| Arkadios Wealth Advisors | 0.06% | Add +17.3% | 57,785 | $1.5M |
| Sargent Investment Group, LLC | 0.22% | Add +11.7% | 54,559 | $1.4M |
| Columbia Advisory Partners LLC | 1.17% | Reduce -6.0% | 52,884 | $1.3M |
| Trueblood Wealth Management, LLC | 0.63% | Reduce -4.0% | 52,852 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.9% | 53,150 | $1.3M |
| First Trust Advisors LP | 0.00% | New | 50,730 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +2306.5% | 49,959 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -47.2% | 49,933 | $1.3M |
| Coppell Advisory Solutions LLC | 0.18% | New | 51,527 | $1.3M |
| Centaurus Financial, Inc. | 0.07% | Add +246.4% | 47,798 | $1.2M |
| Cascade Investment Group, Inc. | 0.94% | Reduce -0.1% | 47,776 | $1.2M |
"% of holder's portfolio" is FTGC's weight in each manager's 13F, not the share of First Trust Global Tactical the manager owns.