First Trust Global TacticalFTGCETF

13F holders, Q3 2025 (September 30)
237holders −1
26new positions
25sold out
1famous investor
$25.90avg. 13F price*

At the end of Q3 2025, 237 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 1 from Q2 2025. 26 opened new positions and 25 sold out. The largest holders were Wells Fargo & Company ($758.5M), Morgan Stanley ($264.2M) and LPL Financial LLC ($70.7M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$29.1M
Exits25$30.2M

All 13F filers, Q2 2025 → Q3 2025: 3,273,016 shares bought and 11,608,105 shares sold, net −8,335,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 237 holders

Wells Fargo & Company 0.16% Reduce -21.5% 29,287,065 $758.5M
Morgan Stanley 0.02% Reduce -5.2% 10,200,024 $264.2M
LPL Financial LLC 0.02% Add +1.4% 2,730,412 $70.7M
Royal Bank of Canada 0.01% Add +1.0% 1,486,349 $38.5M
UBS Group AG 0.01% Add +9.5% 1,349,557 $35.0M
Flaharty Asset Management, LLC 3.22% Add +3.9% 978,681 $25.3M
Carrera Capital Advisors 4.29% Add +36.1% 922,229 $23.9M
Cyndeo Wealth Partners, LLC 1.30% Reduce -0.4% 903,864 $23.4M
Csenge Advisory Group 0.98% Add +18.4% 793,400 $20.5M
Raymond James Financial Inc. 0.01% Add +5.4% 772,753 $20.0M
Osaic Holdings, Inc. 0.02% Add +112.2% 680,721 $17.6M
&partners 0.11% Add +29.1% 670,554 $17.3M
Commonwealth Equity Services, LLC 0.02% Reduce -9.5% 655,532 $17.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.9% 649,406 $16.8M
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 595,140 $15.4M
Valmark Advisers, Inc. 0.20% Add +1.0% 592,500 $15.3M
Cwm, LLC 0.05% Reduce -3.4% 586,879 $15.2M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -3.5% 562,450 $14.6M
Stock Yards Bank & Trust Co. 0.42% New 514,381 $13.3M
HFG Wealth Management, LLC 6.41% Reduce -2.2% 455,260 $11.8M
Cetera Investment Advisers 0.01% Add +15.7% 438,859 $11.4M
Petix & Botte Co 2.50% Reduce -6.4% 418,042 $10.8M
Mainsail Financial Group, LLC 4.61% Add +5.4% 413,620 $10.7M
Dunhill Financial, LLC 3.35% Add +51.6% 384,458 $10.0M
Financial Enhancement Group LLC 1.23% Reduce -0.9% 349,731 $9.2M
IFP Advisors, Inc 0.23% Add +2744.4% 344,765 $8.9M
LexAurum Advisors, LLC 1.23% Add +11.5% 334,080 $8.7M
Solitude Financial Services 2.88% Add +1.2% 325,416 $8.4M
NewEdge Advisors, LLC 0.03% Reduce -70.2% 290,528 $7.5M
Choice Wealth Advisors LLC 3.21% Add +1.9% 289,338 $7.5M
Capital Asset Advisory Services LLC 0.31% Add +3.8% 276,608 $7.2M
Axxcess Wealth Management, LLC 0.15% Add +4.4% 276,608 $7.2M
ABLE Financial Group, LLC 1.54% Add +14.2% 274,358 $7.1M
Fortress Wealth Management, Inc. 3.08% Reduce -7.5% 267,516 $6.9M
Prospera Financial Services Inc 0.11% Reduce -10.0% 259,451 $6.7M
Arvest Investments, Inc. 0.92% Add +0.7% 248,492 $6.4M
Kestra Advisory Services, LLC 0.03% Add +39.5% 244,567 $6.3M
Gladstone Institutional Advisory LLC 0.24% Add +1.4% 243,859 $6.3M
Summit Financial, LLC 0.09% New 219,602 $5.7M
W1M Investment Management Ltd 0.07% Reduce -0.9% 212,775 $5.5M
Darwin Wealth Management, LLC 1.32% Reduce -0.4% 160,694 $4.2M
AllSquare Wealth Management LLC 1.93% Reduce -0.7% 141,031 $3.7M
Clear Creek Financial Management, LLC 0.31% Reduce -0.9% 140,132 $3.6M
Guardian Wealth Advisors, LLC / NC 0.22% Add +6.0% 128,793 $3.3M
Integrated Wealth Concepts LLC 0.03% Add +14.9% 128,155 $3.3M
D.A. Davidson & Co. 0.02% Add +6.7% 127,493 $3.3M
Inspirion Wealth Advisors, LLC 0.46% Add +13.7% 137,877 $3.3M
Moment Partners, LLC 0.55% Reduce -4.3% 120,168 $3.1M
Nations Financial Group Inc, /Ia/ 0.19% Add +1.8% 114,834 $3.0M
Walkner Condon Financial Advisors LLC 0.43% Add +25.2% 105,645 $2.7M
PCG Wealth Advisors, LLC 0.77% Reduce -15.8% 101,892 $2.6M
MML Investors Services, LLC 0.01% Reduce -4.3% 100,398 $2.6M
HighTower Advisors, LLC 0.00% Add +0.4% 99,294 $2.6M
Concurrent Investment Advisors, LLC 0.04% Reduce -28.8% 96,615 $2.5M
Truist Financial Corp. 0.00% Reduce -11.1% 96,568 $2.5M
Citigroup Inc. 0.00% Add +7.8% 96,352 $2.5M
Parr McKnight Wealth Management Group, LLC 0.33% Reduce -1.9% 95,693 $2.5M
Randall & Associates Wealth Management 1.75% Add +10.2% 92,916 $2.4M
Beacon Pointe Advisors, LLC 0.02% New 92,754 $2.4M
Harbour Investments, Inc. 0.05% Reduce -3.2% 87,654 $2.3M
Janney Montgomery Scott LLC 0.01% Reduce -11.1% 84,420 $2.2M
Elevation Point Wealth Partners, LLC 0.15% New 83,424 $2.2M
Coppell Advisory Solutions LLC 0.23% Add +14.3% 81,955 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -10.8% 79,518 $2.1M
Chiron Capital Management, LLC 1.70% Add +1.7% 76,849 $2.0M
Corundum Group, Inc. 0.78% Add +1.2% 73,579 $1.9M
Baird Financial Group, Inc. 0.00% Add +0.4% 72,625 $1.9M
Principal Securities, Inc. 0.03% Reduce -9.3% 70,611 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +7.2% 69,481 $1.8M
Private Advisor Group, LLC 0.01% Reduce -3.9% 67,008 $1.7M
Comerica Bank 0.01% Reduce -8.3% 66,152 $1.7M
Renaissance Technologies 0.00% Add +31.1% 65,400 $1.7M
JPMorgan Chase & Co. 0.00% Add +0.3% 63,513 $1.6M
Equitable Holdings, Inc. 0.01% Add +35.0% 62,444 $1.6M
Columbia Advisory Partners LLC 1.12% Add +18.6% 62,263 $1.6M
First Trust Advisors LP 0.00% Add +22.1% 60,899 $1.6M
Cadent Capital Advisors, LLC 0.41% Reduce -5.3% 59,170 $1.5M
Strategic Financial Concepts, LLC 0.22% New 58,214 $1.5M
Raab & Moskowitz Asset Management LLC 0.33% Reduce -2.7% 57,192 $1.5M
Arkadios Wealth Advisors 0.04% Add +0.1% 56,439 $1.5M
Bank of America Corp. 0.00% Add +7.7% 55,978 $1.4M
Composition Wealth, LLC 0.02% Reduce -15.0% 54,625 $1.4M
Assetmark, Inc. 0.00% Reduce -8.2% 53,195 $1.4M
Trueblood Wealth Management, LLC 0.53% Reduce -0.0% 51,972 $1.3M
Sargent Investment Group, LLC 0.19% Add +0.2% 50,376 $1.3M
Mutual Advisors, LLC 0.03% Reduce -2.2% 48,433 $1.3M
Cascade Investment Group, Inc. 0.83% Add +0.2% 48,542 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.8% 47,073 $1.2M
Captrust Financial Advisors 0.00% Add +3.9% 46,851 $1.2M
Lanark Financial, Inc. 0.09% Add +596.6% 45,100 $1.2M
Benjamin Edwards Inc. 0.01% Reduce -55.7% 45,050 $1.2M
Koshinski Asset Management, Inc. 0.08% Reduce -5.0% 43,791 $1.1M
Ameritas Advisory Services, LLC 0.07% Reduce -59.7% 40,088 $1.0M
Global Assets Advisory, LLC 0.30% New 38,754 $1.0M
Oppenheimer & Co. Inc. 0.01% Reduce -5.5% 38,690 $1.0M
Western Wealth Management, LLC 0.05% Reduce -3.7% 38,341 $993K
Waterfront Wealth Inc. 0.20% Reduce -5.0% 37,754 $989K
Baldwin Wealth Partners LLC 0.06% Reduce -2.0% 36,947 $957K
Stablepoint Partners, LLC 0.14% Add +0.1% 34,222 $886K
GPS Wealth Strategies Group, LLC 0.09% Add +19.1% 32,963 $854K

"% 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 237 holders