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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions35$31.0M
Exits31$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
Stablepoint Partners, LLC 0.21% Add +19.3% 46,422 $1.2M
tru Independence LLC 0.37% Reduce -62.9% 46,419 $1.2M
Koshinski Asset Management, Inc. 0.10% Reduce -7.3% 45,875 $1.2M
Strategic Financial Concepts, LLC 0.22% Add +4.0% 45,773 $1.2M
Captrust Financial Advisors 0.00% Reduce -4.9% 43,928 $1.1M
Waterfront Wealth Inc. 0.26% Reduce -0.0% 42,181 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.5% 41,835 $1.1M
Western Wealth Management, LLC 0.07% Reduce -11.1% 41,622 $1.1M
Baldwin Wealth Partners LLC 0.07% Reduce -25.6% 41,006 $1.0M
Coldstream Capital Management Inc. 0.02% New 40,557 $1.0M
Park Square Financial Group, LLC 0.80% Add +1.5% 39,312 $1.0M
Equitable Holdings, Inc. 0.01% Add +9.0% 37,929 $968K
Asset Allocation Strategies LLC 0.23% Reduce -20.4% 36,744 $938K
Financial Advocates Investment Management 0.06% Reduce -1.4% 34,825 $889K
CreativeOne Wealth, LLC 0.03% Add +71.4% 34,512 $881K
Envision Financial LLC 0.64% Reduce -0.6% 33,445 $854K
Benjamin Edwards Inc. 0.01% Add +10.0% 32,643 $833K
Stratos Wealth Partners, LTD. 0.01% Reduce -11.4% 31,631 $807K
EPG Wealth Management LLC 0.22% Reduce -13.3% 30,586 $781K
Crossmark Global Holdings, Inc. 0.01% New 29,438 $750K
Callan Family Office, LLC 0.05% No change 27,000 $689K
NewSquare Capital LLC 0.06% New 26,889 $686K
MTM Investment Management, LLC 0.25% Add +2.6% 25,462 $652K
Oarsman Capital, Inc. 0.12% Add +6.2% 25,414 $649K
GPS Wealth Strategies Group, LLC 0.09% Reduce -1.2% 25,096 $640K
Jaffetilchin Investment Partners, LLC 0.05% New 24,683 $630K
Focus Financial Network, Inc. 0.03% Reduce -2.1% 24,628 $628K
WealthCare Investment Partners, LLC 0.26% Reduce -21.4% 25,434 $620K
Bank of America Corp. 0.00% Add +5696.4% 24,171 $617K
Ashton Thomas Private Wealth, LLC 0.02% Add +28.4% 23,782 $607K
Puff Wealth Management, LLC 1.06% Add +0.3% 23,521 $600K
Boyce & Associates Wealth Consulting, Inc. 0.59% Add +3.3% 23,083 $589K
Lunt Capital Management, Inc. 0.21% Add +2.6% 22,747 $581K
Ameriprise Financial Inc. 0.00% Reduce -76.6% 22,688 $579K
IHT Wealth Management, LLC 0.02% Reduce -0.2% 22,059 $563K
Moors & Cabot, Inc. 0.03% Add +2.3% 21,416 $547K
Capital Wealth Alliance, LLC 0.33% Reduce -0.5% 21,391 $545K
WMG Financial Advisors, LLC 0.23% Reduce -0.9% 21,065 $538K
Accel Wealth Management 0.19% Reduce -2.3% 20,762 $530K
Modern Wealth Management, LLC 0.02% Add +1.4% 20,635 $527K
J.W. Cole Advisors, Inc. 0.02% Add +18.0% 20,187 $515K
Aspect Partners, LLC 0.29% Reduce -38.5% 20,122 $514K
Merit Financial Group, LLC 0.01% Add +2.4% 20,030 $511K
Kovack Advisors, Inc. 0.05% Add +16.9% 19,621 $501K
E&G Advisors, LLC 0.14% Reduce -15.5% 19,606 $500K
Advisory Services Network, LLC 0.01% Add +31.8% 18,748 $478K
Snowden Capital Advisors LLC 0.01% Reduce -3.1% 17,879 $456K
L.M. Kohn & Company 0.12% New 17,833 $455K
Bulltick Wealth Management, LLC 0.12% Reduce -25.0% 17,164 $438K
OneDigital Investment Advisors LLC 0.01% Reduce -10.5% 17,011 $434K
Headland Capital, LLC 0.14% Add +10.6% 16,657 $425K
City Center Advisors, LLC 0.49% Add +18.5% 16,574 $423K
RFG Advisory, LLC 0.01% Reduce -7.6% 16,443 $420K
AE Wealth Management LLC 0.00% Add +6.6% 15,854 $405K
Virtue Capital Management, LLC 0.04% New 14,983 $382K
Creative Planning 0.00% Reduce -25.2% 14,808 $378K
Cushing Capital Partners, LLC 0.33% Reduce -66.7% 14,530 $371K
Castleview Partners, LLC 0.24% Add +1.0% 13,869 $354K
First Heartland Consultants, Inc. 0.04% Reduce -29.2% 13,547 $346K
TFB Advisors LLC 0.10% Reduce -8.2% 13,220 $337K
Certified Advisory Corp 0.04% Add +33.5% 12,970 $331K
GeoWealth Management, LLC 0.01% Reduce -26.0% 12,338 $315K
Simplicity Wealth,LLC 0.02% New 12,068 $308K
Endeavor Private Wealth, Inc. 0.16% New 11,859 $303K
Sowell Financial Services LLC 0.01% Add +2.4% 11,770 $300K
Americana Partners, LLC 0.01% Reduce -1.0% 11,718 $299K
Mgo One Seven LLC 0.01% Reduce -4.1% 11,382 $290K
Farther Finance Advisors, LLC 0.01% Add +52.3% 10,950 $280K
Plante Moran Financial Advisors, LLC 0.02% No change 10,831 $276K
Copia Wealth Management 0.25% Add +9.0% 10,685 $273K
Townsquare Capital LLC 0.00% New 10,601 $271K
Wedbush Securities Inc. 0.01% Reduce -6.2% 10,580 $270K
Objective Capital Management, LLC 0.33% Reduce -8.3% 10,010 $255K
Cornerstone Wealth Management, LLC 0.02% Add +1.4% 9,958 $254K
World Investment Advisors 0.01% New 9,870 $252K
Foundations Investment Advisors, LLC 0.00% Reduce -1.0% 9,698 $248K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -33.4% 9,583 $245K
Strategic Blueprint, LLC 0.01% Reduce -29.4% 9,406 $240K
Fearless Solutions, LLC dba Best Invest 0.19% New 9,330 $238K
Daymark Wealth Partners, LLC 0.01% Add +0.1% 9,196 $235K
Genesis Private Wealth, LLC 0.12% New 9,179 $234K
Tyler-Stone Wealth Management 0.04% No change 9,144 $233K
Advisors Preferred, LLC 0.03% New 9,107 $233K
Landmark Wealth Management, Inc. 0.11% Reduce -11.0% 9,093 $232K
Private Client Services, LLC 0.11% Reduce -5.3% 9,028 $230K
SigFig Wealth Management, LLC 0.01% New 8,601 $218K
Barnes Wealth Management Group, Inc 0.14% New 8,368 $214K
Mariner, LLC 0.00% Reduce -6.3% 8,344 $213K
Lanark Financial, Inc. 0.02% — 8,337 $212K
Cutter & CO Brokerage, Inc. 0.05% New 8,267 $211K
Nilsine Partners, LLC 0.02% New 8,223 $210K
Morton Brown Family Wealth, LLC 0.07% Reduce -22.9% 8,152 $208K
Park National Corp. 0.01% Reduce -9.0% 7,973 $203K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -31.1% 7,924 $202K
Northwest Wealth Management, LLC 0.04% Reduce -31.0% 7,918 $202K
Transamerica Financial Advisors, LLC 0.02% Add +27981.5% 7,582 $194K
Arax Advisory Partners 0.01% New 6,915 $176K
Clearstead Advisors, LLC 0.00% Reduce -16.8% 5,165 $132K
PNC Financial Services Group, Inc. 0.00% No change 4,827 $123K
Farmers & Merchants Investments Inc. 0.00% Reduce -14.7% 2,894 $74K
IMG Wealth Management, Inc. 0.06% Reduce -11.2% 2,778 $71K
Larson Financial Group LLC 0.00% Add +0.6% 2,688 $69K
Bokf, NA 0.00% No change 2,655 $68K
Millstone Evans Group, LLC 0.04% Reduce -82.2% 2,460 $63K
Spire Wealth Management 0.00% Reduce -59.9% 2,425 $62K
AdvisorNet Financial, Inc 0.00% Add +83.4% 2,326 $59K
Sunbelt Securities, Inc. 0.01% Reduce -22.4% 2,315 $59K
Synergy Investment Management, LLC 0.02% No change 2,064 $53K
First Horizon Advisors, Inc. 0.00% Add +0.5% 2,042 $52K
Creekmur Asset Management LLC 0.01% No change 2,005 $51K
Mechanics Financial Corp 0.02% No change 2,000 $51K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.3% 1,929 $49K
Ameriflex Group, Inc. 0.02% Reduce -5.3% 1,912 $49K
Private Trust Co. NA 0.01% No change 1,901 $49K
First United Bank & Trust 0.02% Reduce -24.5% 1,881 $48K
Golden State Wealth Management, LLC 0.01% Add +0.2% 1,802 $46K
Key Financial Inc 0.01% No change 1,591 $41K
Private Wealth Asset Management, LLC 0.01% — 1,473 $38K
Geneos Wealth Management Inc. 0.00% Reduce -3.5% 1,420 $36K
Barrett & Company, Inc. 0.01% No change 1,246 $32K
Brown Brothers Harriman & Co. 0.00% No change 1,157 $30K
CX Institutional 0.00% New 1,135 $29K
Marshall Investment Management, LLC 0.02% Add +1.4% 1,105 $28K
SBI Securities Co., Ltd. 0.00% Reduce -1.4% 1,016 $26K
First Financial Corp. 0.01% No change 985 $25K
Nova Wealth Management, Inc. 0.02% Add +337.4% 958 $24K
Brown, Lisle/Cummings, Inc. 0.01% No change 924 $24K
Pinnacle Bancorp, Inc. 0.01% No change 900 $23K
Motco 0.00% New 881 $22K
Holos Integrated Wealth LLC 0.01% Reduce -9.3% 817 $21K
Allworth Financial LP 0.00% Reduce -50.7% 770 $19K
Burkett Financial Services, LLC 0.01% New 732 $19K
NFSG Corp 0.00% No change 725 $19K
Salomon & Ludwin, LLC 0.00% No change 649 $17K
US Bancorp \de 0.00% No change 639 $16K
Wayfinding Financial, LLC 0.01% New 548 $13K
WASHINGTON TRUST Co 0.00% No change 508 $13K
Fifth Third Bancorp 0.00% No change 440 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 430 $11K
Graney & King, LLC 0.01% No change 417 $11K
CoreCap Advisors, LLC 0.00% Add +330.1% 357 $9K
Beacon Capital Management, LLC 0.00% Add +0.7% 272 $7K
TD Capital Management LLC 0.00% Add +0.4% 226 $6K
Investors Research Corp 0.00% No change 216 $6K
EverSource Wealth Advisors, LLC 0.00% Add +0.5% 209 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -71.3% 172 $4K
Capital Analysts, LLC 0.00% New 167 $4K
Jones Financial Companies LLLP 0.00% New 144 $4K
Reyes Financial Architecture, Inc. 0.00% No change 141 $4K
Lord & Richards Wealth Management, LLC 0.00% New 134 $3K
MAI Capital Management 0.00% Add +1.4% 75 $2K
Hexagon Capital Partners LLC 0.00% No change 69 $2K
Creative Financial Designs Inc. 0.00% No change 60 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -74.0% 52 $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
Cheviot Value Management, LLC 0.00% New 38 $920
Frazier Financial Advisors, LLC 0.00% No change 33 $842
BNP Paribas Financial Markets 0.00% New 33 $842
CIBC Private Wealth Group LLC 0.00% New 35 $816
Medallion Wealth Advisors, LLC 0.00% Add +5.3% 20 $501
West Paces Advisors Inc. 0.00% No change 10 $255
Continuum Advisory, LLC 0.00% No change 9 $230

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