First Trust Global TacticalFTGCETF

13F holders, Q2 2025 (June 30)
238holders −26
15new positions
38sold out
1famous investor
$24.68avg. 13F price*

At the end of Q2 2025, 238 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 26 from Q1 2025. 15 opened new positions and 38 sold out. The largest holders were Wells Fargo & Company ($920.8M), Morgan Stanley ($265.4M) and LPL Financial LLC ($66.4M). 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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$45.3M
Exits38$24.6M

All 13F filers, Q1 2025 → Q2 2025: 4,749,974 shares bought and 5,587,266 shares sold, net −837,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

Wells Fargo & Company 0.20% Reduce -1.1% 37,326,643 $920.8M
Morgan Stanley 0.02% Add +14.7% 10,756,524 $265.4M
LPL Financial LLC 0.02% Reduce -5.9% 2,693,294 $66.4M
Royal Bank of Canada 0.01% Reduce -0.9% 1,471,871 $36.3M
UBS Group AG 0.01% Add +1.1% 1,232,465 $30.4M
NewEdge Advisors, LLC 0.12% Add +5.9% 975,708 $24.1M
Flaharty Asset Management, LLC 3.18% Add +4.0% 942,236 $23.2M
Cyndeo Wealth Partners, LLC 1.33% Add +2.6% 907,795 $22.4M
CW Advisors, LLC 0.19% New 807,532 $19.9M
Raymond James Financial Inc. 0.01% Reduce -30.9% 733,284 $18.1M
Commonwealth Equity Services, LLC 0.02% Reduce -5.7% 724,584 $17.9M
Carrera Capital Advisors 3.37% Add +36.4% 677,793 $16.7M
Csenge Advisory Group 0.85% Add +0.5% 670,056 $16.1M
Envestnet Asset Management Inc. 0.00% Add +38.1% 644,831 $15.9M
Cwm, LLC 0.05% Add +8.5% 607,725 $15.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.3% 601,715 $14.8M
Valmark Advisers, Inc. 0.20% Add +3.1% 586,384 $14.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.5% 582,536 $14.4M
&partners 0.10% Add +65.2% 519,211 $12.8M
HFG Wealth Management, LLC 7.24% Add +7.8% 465,322 $11.9M
Petix & Botte Co 2.70% Reduce -7.6% 446,745 $11.0M
Mainsail Financial Group, LLC 4.61% Add +2.8% 392,540 $9.9M
Cetera Investment Advisers 0.02% Add +4.5% 379,476 $9.4M
Financial Enhancement Group LLC 1.28% Add +0.7% 352,951 $9.0M
Solitude Financial Services 2.87% Add +6.1% 321,621 $7.9M
Osaic Holdings, Inc. 0.01% Add +2.6% 320,815 $7.9M
Great Diamond Partners, LLC 1.65% Add +1.4% 317,076 $7.8M
LexAurum Advisors, LLC 1.17% New 299,537 $7.4M
Magnus Financial Group LLC 0.63% Add +4.2% 289,476 $7.1M
Fortress Wealth Management, Inc. 3.44% Reduce -0.2% 289,302 $7.1M
Prospera Financial Services Inc 0.13% Add +5.3% 288,206 $7.1M
Choice Wealth Advisors LLC 3.17% Reduce -0.1% 284,044 $7.0M
Flow Traders U.S. LLC 0.25% New 271,250 $6.7M
Capital Asset Advisory Services LLC 0.31% Add +6.3% 266,531 $6.6M
Axxcess Wealth Management, LLC 0.16% Add +6.1% 264,993 $6.5M
Quadrature Capital Ltd 0.11% New 258,239 $6.4M
Dunhill Financial, LLC 1.81% Add +198.2% 253,624 $6.3M
Arvest Investments, Inc. 0.92% Reduce -1.8% 246,672 $6.1M
Gladstone Institutional Advisory LLC 0.25% Add +3.4% 240,578 $5.9M
ABLE Financial Group, LLC 1.43% Add +8.4% 240,178 $5.9M
W1M Investment Management Ltd 0.07% Add +3.3% 214,725 $5.3M
Kestra Advisory Services, LLC 0.02% Reduce -21.5% 175,293 $4.3M
Darwin Wealth Management, LLC 1.38% Reduce -19.8% 161,392 $4.0M
AllSquare Wealth Management LLC 1.97% Reduce -2.5% 142,050 $3.5M
Clear Creek Financial Management, LLC 0.33% Add +5.2% 141,380 $3.5M
Climber Capital SA 2.22% Reduce -0.1% 144,878 $3.5M
Concurrent Investment Advisors, LLC 0.07% Reduce -0.2% 135,707 $3.3M
Moment Partners, LLC 0.58% Reduce -0.6% 125,574 $3.1M
Guardian Wealth Advisors, LLC / NC 0.21% Reduce -1.1% 121,462 $3.0M
Inspirion Wealth Advisors, LLC 0.40% Reduce -0.9% 121,238 $3.0M
PCG Wealth Advisors, LLC 1.53% Reduce -9.6% 121,031 $3.0M
D.A. Davidson & Co. 0.02% Add +3.3% 119,459 $2.9M
Tounjian Advisory Partners, LLC 0.57% Reduce -1.4% 114,526 $2.9M
Nations Financial Group Inc, /Ia/ 0.19% Add +11.2% 112,759 $2.8M
Integrated Wealth Concepts LLC 0.03% Reduce -6.0% 111,547 $2.8M
Truist Financial Corp. 0.00% Reduce -6.9% 108,676 $2.7M
MML Investors Services, LLC 0.01% Add +65.8% 104,850 $2.6M
Benjamin Edwards Inc. 0.03% Add +211.5% 101,674 $2.5M
Ameritas Advisory Services, LLC 0.13% Reduce -0.4% 99,441 $2.5M
HighTower Advisors, LLC 0.00% Reduce -18.0% 98,912 $2.4M
Parr McKnight Wealth Management Group, LLC 0.33% Reduce -4.8% 97,580 $2.4M
Janney Montgomery Scott LLC 0.01% Reduce -17.7% 94,995 $2.3M
Harbour Investments, Inc. 0.06% Reduce -1.2% 90,592 $2.2M
Citigroup Inc. 0.00% Add +9.0% 89,366 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -8.9% 89,105 $2.2M
DAVENPORT & Co LLC 0.01% Reduce -1.5% 88,986 $2.2M
Walkner Condon Financial Advisors LLC 0.38% Add +14.9% 84,401 $2.1M
Randall & Associates Wealth Management 1.60% Reduce -8.1% 84,299 $2.1M
Susquehanna International Group, LLP 0.00% New 81,198 $2.0M
Principal Securities, Inc. 0.04% Reduce -1.6% 77,898 $1.9M
Chiron Capital Management, LLC 1.62% Reduce -5.6% 75,596 $1.9M
Corundum Group, Inc. 0.79% Reduce -0.7% 72,716 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -1.0% 72,308 $1.8M
Comerica Bank 0.01% Reduce -3.5% 72,166 $1.8M
Coppell Advisory Solutions LLC 0.21% Add +39.1% 71,685 $1.8M
Private Advisor Group, LLC 0.01% Reduce -72.2% 69,757 $1.7M
Avantax Advisory Services, Inc. 0.01% Add +0.7% 67,214 $1.7M
Kestra Private Wealth Services, LLC 0.02% Add +1.6% 64,837 $1.6M
Composition Wealth, LLC 0.03% Reduce -4.9% 64,274 $1.6M
JPMorgan Chase & Co. 0.00% Reduce -47.6% 63,320 $1.6M
Cadent Capital Advisors, LLC 0.50% Reduce -11.6% 62,505 $1.5M
Raab & Moskowitz Asset Management LLC 0.35% Add +1.0% 58,756 $1.4M
Assetmark, Inc. 0.00% Add +16.0% 57,955 $1.4M
Arkadios Wealth Advisors 0.04% Reduce -2.4% 56,397 $1.4M
Columbia Advisory Partners LLC 0.98% Reduce -0.8% 52,486 $1.3M
Trueblood Wealth Management, LLC 0.54% Reduce -1.6% 51,985 $1.3M
Bank of America Corp. 0.00% Add +115.1% 51,984 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +3.4% 51,624 $1.3M
Visionary Wealth Advisors 0.07% Reduce -15.4% 51,576 $1.3M
Mutual Advisors, LLC 0.03% Reduce -6.8% 49,508 $1.3M
Sargent Investment Group, LLC 0.17% Reduce -7.8% 50,284 $1.2M
Renaissance Technologies 0.00% Reduce -67.2% 49,900 $1.2M
First Trust Advisors LP 0.00% Reduce -1.7% 49,860 $1.2M
Bank of Montreal 0.00% New 49,700 $1.2M
Atria Wealth Solutions, Inc. 0.03% Reduce -53.4% 48,838 $1.2M
Cascade Investment Group, Inc. 0.83% Add +1.4% 48,450 $1.2M
Equitable Holdings, Inc. 0.01% Add +21.9% 46,236 $1.1M
Koshinski Asset Management, Inc. 0.09% Add +0.5% 46,122 $1.1M
Captrust Financial Advisors 0.00% Add +2.7% 45,095 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -49.9% 40,940 $1.0M

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

Show all 238 holders