First Trust Global TacticalFTGCETF

13F holders, Q4 2025 (December 31)
238holders +1
32new positions
32sold out
1famous investor
$23.29avg. 13F price*

At the end of Q4 2025, 238 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, up 1 from Q3 2025. 32 opened new positions and 32 sold out. The largest holders were Wells Fargo & Company ($500.1M), Morgan Stanley ($231.1M) and LPL Financial LLC ($58.4M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions32$44.7M
Exits32$16.7M

All 13F filers, Q3 2025 → Q4 2025: 4,172,621 shares bought and 11,186,806 shares sold, net −7,014,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

Wells Fargo & Company 0.10% Reduce -26.5% 21,527,040 $500.1M
Morgan Stanley 0.01% Reduce -2.5% 9,946,675 $231.1M
LPL Financial LLC 0.02% Reduce -7.9% 2,513,491 $58.4M
Royal Bank of Canada 0.01% Reduce -4.5% 1,419,433 $33.0M
UBS Group AG 0.01% Add +1.8% 1,373,318 $31.9M
Carrera Capital Advisors 4.18% Add +16.1% 1,071,159 $24.9M
Cyndeo Wealth Partners, LLC 1.18% Add +4.5% 944,969 $22.0M
Stock Yards Bank & Trust Co. 0.67% Add +82.1% 936,915 $21.8M
Raymond James Financial Inc. 0.01% Add +13.3% 875,143 $20.3M
Csenge Advisory Group 0.91% Add +9.6% 869,681 $20.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +15.2% 747,842 $17.4M
Commonwealth Equity Services, LLC 0.02% Add +8.7% 712,841 $16.6M
&partners 0.08% Add +4.2% 698,912 $16.2M
Envestnet Asset Management Inc. 0.00% Add +3.1% 613,879 $14.3M
Valmark Advisers, Inc. 0.17% Add +1.0% 598,655 $13.9M
HighPoint Advisor Group LLC 0.30% New 587,480 $13.6M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.5% 576,405 $13.4M
Bison Wealth, LLC 1.45% New 450,926 $12.9M
HFG Wealth Management, LLC 6.59% Add +12.9% 514,206 $11.9M
Osaic Holdings, Inc. 0.02% Reduce -24.8% 512,066 $11.9M
Financial Enhancement Group LLC 1.54% Add +37.0% 479,148 $11.8M
Axxcess Wealth Management, LLC 0.19% Add +68.0% 464,568 $10.8M
Flaharty Asset Management, LLC 1.32% Reduce -53.6% 454,421 $10.6M
Mainsail Financial Group, LLC 4.13% Add +3.2% 426,949 $9.9M
Cetera Investment Advisers 0.01% Reduce -2.9% 426,066 $9.9M
Dunhill Financial, LLC 2.80% Reduce -1.9% 376,980 $8.9M
Petix & Botte Co 1.88% Reduce -14.6% 357,224 $8.3M
Solitude Financial Services 2.59% Add +4.1% 338,675 $7.9M
Capital Asset Advisory Services LLC 0.30% Add +13.2% 312,989 $7.4M
Farther Finance Advisors, LLC 0.08% Add +3409.6% 314,844 $7.3M
ABLE Financial Group, LLC 1.48% Add +14.7% 314,700 $7.3M
Choice Wealth Advisors LLC 2.72% Add +2.3% 296,080 $6.9M
Arvest Investments, Inc. 0.84% Add +3.3% 256,784 $6.0M
Gladstone Institutional Advisory LLC 0.22% Add +0.7% 245,580 $5.7M
W1M Asset Management Ltd 0.05% New 225,945 $5.2M
Prospera Financial Services Inc 0.08% Reduce -16.6% 216,421 $5.0M
NewEdge Advisors, LLC 0.02% Reduce -28.0% 209,301 $4.9M
Darwin Wealth Management, LLC 1.14% Reduce -1.4% 158,398 $3.7M
Ethos Financial Group, LLC 0.25% New 147,561 $3.4M
Cwm, LLC 0.01% Reduce -75.1% 146,095 $3.4M
Clear Creek Financial Management, LLC 0.27% Add +1.7% 142,477 $3.3M
Walkner Condon Financial Advisors LLC 0.46% Add +34.7% 142,317 $3.3M
Kestra Advisory Services, LLC 0.01% Reduce -41.9% 142,111 $3.3M
Nations Financial Group Inc, /Ia/ 0.17% Add +21.2% 139,134 $3.2M
Guardian Wealth Advisors, LLC / NC 0.19% Add +3.8% 133,728 $3.1M
Janney Montgomery Scott LLC 0.01% Add +43.6% 121,247 $2.8M
D.A. Davidson & Co. 0.02% Reduce -6.7% 118,916 $2.8M
Citigroup Inc. 0.00% Add +19.1% 114,733 $2.7M
Concurrent Investment Advisors, LLC 0.03% Add +15.2% 111,292 $2.6M
Inspirion Wealth Advisors, LLC 0.31% Reduce -22.0% 107,563 $2.5M
Truist Financial Corp. 0.00% Add +9.9% 106,172 $2.5M
Beacon Pointe Advisors, LLC 0.02% Add +11.8% 103,664 $2.4M
Assetmark, Inc. 0.00% Add +94.7% 103,544 $2.4M
Avestar Capital, LLC 0.17% New 103,448 $2.4M
Summit Financial, LLC 0.03% Reduce -53.5% 102,063 $2.4M
HighTower Advisors, LLC 0.00% Reduce -0.9% 98,413 $2.3M
Harbour Investments, Inc. 0.05% Add +10.4% 96,766 $2.2M
Crusonia Wealth Advisors LLC 0.49% — 96,574 $2.2M
Parr McKnight Wealth Management Group, LLC 0.28% Reduce -5.3% 90,635 $2.1M
First Trust Advisors LP 0.00% Add +46.9% 89,471 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +119.9% 88,163 $2.0M
Coppell Advisory Solutions LLC 0.20% Add +5.8% 86,710 $2.0M
Orion Porfolio Solutions, LLC 0.01% Add +0.8% 80,163 $1.9M
MML Investors Services, LLC 0.00% Reduce -24.6% 75,647 $1.8M
Equitable Holdings, Inc. 0.01% Add +20.2% 75,037 $1.7M
Corundum Group, Inc. 0.55% Reduce -4.3% 70,451 $1.6M
Private Advisor Group, LLC 0.01% Add +3.9% 69,636 $1.6M
Principal Securities, Inc. 0.02% Reduce -1.4% 69,608 $1.6M
Western Wealth Management, LLC 0.07% Add +81.3% 69,499 $1.6M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.1% 69,413 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -5.5% 68,607 $1.6M
Bank of America Corp. 0.00% Add +18.7% 66,459 $1.5M
PCG Wealth Advisors, LLC 0.43% Reduce -35.9% 65,269 $1.5M
JPMorgan Chase & Co. 0.00% Add +1.5% 64,485 $1.5M
Arkadios Wealth Advisors 0.03% Add +8.6% 61,288 $1.4M
Raab & Moskowitz Asset Management LLC 0.30% Add +3.8% 59,357 $1.4M
Aspect Partners, LLC 0.57% Add +134.3% 56,552 $1.3M
Columbia Advisory Partners LLC 0.89% Reduce -9.7% 56,228 $1.3M
Comerica Bank 0.01% Reduce -16.0% 55,587 $1.3M
Composition Wealth, LLC 0.02% Reduce -4.5% 52,188 $1.2M
Elevation Point Wealth Partners, LLC 0.06% Reduce -37.9% 51,780 $1.2M
Vestmark Advisory Solutions, Inc. 0.02% New 51,780 $1.2M
Cadent Capital Advisors, LLC 0.32% Reduce -12.7% 51,653 $1.2M
Cascade Investment Group, Inc. 0.77% Add +2.3% 49,636 $1.2M
Sargent Investment Group, LLC 0.14% Reduce -3.1% 48,804 $1.1M
Mutual Advisors, LLC 0.02% Reduce -1.6% 47,672 $1.1M
Captrust Financial Advisors 0.00% Reduce -6.2% 43,939 $1.0M
Benjamin Edwards Inc. 0.01% Reduce -5.2% 42,710 $992K
Center For Asset Management LLC 0.52% New 42,559 $989K
AE Wealth Management LLC 0.01% Add +205.6% 38,682 $899K
Lanark Financial, Inc. 0.07% Reduce -14.4% 38,591 $896K
Oppenheimer & Co. Inc. 0.01% Reduce -0.5% 38,486 $894K
Koshinski Asset Management, Inc. 0.06% Reduce -14.6% 37,413 $869K
Renaissance Technologies 0.00% Reduce -43.3% 37,100 $862K
Global Assets Advisory, LLC 0.24% Reduce -6.8% 36,125 $839K
Certified Advisory Corp 0.08% Add +21.6% 35,999 $836K
Trueblood Wealth Management, LLC 0.31% Reduce -33.3% 34,648 $805K
MTM Investment Management, LLC 0.25% Add +8.6% 33,988 $790K
RFG Advisory, LLC 0.01% Add +14.1% 33,900 $787K
Baldwin Wealth Partners LLC 0.05% Reduce -8.5% 33,808 $785K

"% 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