First Trust Global TacticalFTGCETF

13F holders, Q1 2026 (March 31)
281holders +43
58new positions
16sold out
2famous investors
$28.71avg. 13F price*

At the end of Q1 2026, 281 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, up 43 from Q4 2025. 58 opened new positions and 16 sold out. The largest holders were Wells Fargo & Company ($626.6M), Morgan Stanley ($302.3M) and LPL Financial LLC ($95.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions58$104.1M
Exits16$22.8M

All 13F filers, Q4 2025 → Q1 2026: 9,482,286 shares bought and 1,811,713 shares sold, net +7,670,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 281 holders

Wells Fargo & Company 0.13% Add +1.4% 21,825,658 $626.6M
Morgan Stanley 0.02% Add +5.9% 10,531,074 $302.3M
LPL Financial LLC 0.03% Add +32.8% 3,336,767 $95.8M
Royal Bank of Canada 0.01% Add +10.4% 1,567,531 $45.0M
UBS Group AG 0.01% Add +5.5% 1,448,130 $41.6M
Stock Yards Bank & Trust Co. 1.18% Add +41.5% 1,326,001 $38.1M
Cyndeo Wealth Partners, LLC 1.71% Add +19.9% 1,132,749 $32.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.94% New 1,111,300 $31.9M
Raymond James Financial Inc. 0.01% Add +23.1% 1,076,967 $30.9M
Carrera Capital Advisors 4.70% Reduce -0.8% 1,062,964 $30.5M
Flaharty Asset Management, LLC 3.71% Add +129.3% 1,042,226 $29.9M
Csenge Advisory Group 1.12% Reduce -1.9% 852,829 $24.5M
Envestnet Asset Management Inc. 0.01% Add +24.2% 762,562 $21.9M
Cambridge Investment Research Advisors, Inc. 0.05% Add +25.4% 722,567 $20.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.6% 721,249 $20.7M
&partners 0.10% Add +2.6% 717,306 $20.7M
Commonwealth Equity Services, LLC 0.03% Reduce -7.6% 658,870 $18.9M
Valmark Advisers, Inc. 0.21% Add +3.5% 619,499 $17.8M
HighPoint Advisor Group LLC 0.73% Add +3.1% 605,971 $17.4M
Osaic Holdings, Inc. 0.02% Add +11.8% 572,748 $16.4M
Dunhill Financial, LLC 3.82% Add +49.8% 564,778 $16.2M
Bison Wealth, LLC 1.42% Add +6.5% 480,376 $14.6M
HFG Wealth Management, LLC 7.79% Reduce -4.1% 493,104 $14.2M
Financial Enhancement Group LLC 1.68% Add +0.2% 479,942 $13.6M
Cetera Investment Advisers 0.01% Add +10.8% 472,312 $13.6M
My Portfolio Guide, LLC 6.37% — 401,156 $11.5M
Farther Finance Advisors, LLC 0.11% Add +25.8% 396,135 $11.3M
Arvest Investments, Inc. 1.47% Add +46.7% 376,660 $10.8M
LexAurum Advisors, LLC 1.33% — 355,135 $10.2M
Capital Asset Advisory Services LLC 0.38% Add +10.4% 345,477 $9.8M
Solitude Financial Services 2.85% Reduce -0.7% 336,336 $9.6M
Concurrent Investment Advisors, LLC 0.11% Add +201.8% 335,844 $9.6M
Summit Financial, LLC 0.12% Add +213.7% 320,149 $9.2M
PSI Advisors, LLC 2.22% New 319,821 $9.2M
Choice Wealth Advisors LLC 3.29% Reduce -1.5% 291,759 $8.4M
NewSquare Capital LLC 0.71% New 285,877 $8.2M
Gladstone Institutional Advisory LLC 0.29% Add +9.3% 268,549 $7.7M
NewEdge Advisors, LLC 0.03% Add +25.6% 262,810 $7.5M
Kestra Advisory Services, LLC 0.03% Add +77.9% 252,847 $7.3M
W1M Asset Management Ltd 0.07% Add +5.3% 237,819 $6.8M
Darwin Wealth Management, LLC 2.03% Add +43.2% 226,821 $6.5M
Mainsail Financial Group, LLC 2.71% Reduce -46.9% 226,711 $6.5M
Prospera Financial Services Inc 0.10% Reduce -3.4% 209,136 $6.0M
Chicago Wealth Management, Inc. 2.39% New 208,195 $6.0M
ABLE Financial Group, LLC 1.16% Reduce -34.3% 206,838 $5.9M
Cwm, LLC 0.01% Add +32.2% 193,199 $5.5M
Baird Financial Group, Inc. 0.01% Add +175.4% 188,974 $5.4M
D.A. Davidson & Co. 0.03% Add +55.0% 184,258 $5.3M
Prevail Innovative Wealth Advisors, LLC 0.86% New 177,415 $5.1M
Walkner Condon Financial Advisors LLC 0.63% Add +17.9% 167,778 $4.8M
Petix & Botte Co 2.13% Reduce -53.7% 165,503 $4.8M
Clear Creek Financial Management, LLC 0.36% Add +13.5% 161,648 $4.6M
Nations Financial Group Inc, /Ia/ 0.23% Add +10.1% 153,218 $4.4M
Integrated Wealth Concepts LLC 0.03% New 147,781 $4.2M
Guardian Wealth Advisors, LLC / NC 0.26% Add +8.4% 144,969 $4.2M
Climber Capital SA 2.67% New 145,633 $4.1M
Janney Montgomery Scott LLC 0.01% Add +13.7% 137,834 $4.0M
First Trust Advisors LP 0.00% Add +48.7% 133,041 $3.8M
Sowell Financial Services LLC 0.14% New 133,003 $3.8M
Win Advisors, Inc. 1.68% New 127,600 $3.7M
Citigroup Inc. 0.00% Add +7.8% 123,690 $3.6M
Truist Financial Corp. 0.00% Add +15.3% 122,446 $3.5M
Assetmark, Inc. 0.01% Add +17.1% 121,220 $3.5M
Guided Capital Wealth Management, LLC 2.25% New 118,641 $3.4M
Quadrature Capital Ltd 0.04% New 118,384 $3.4M
Harbour Investments, Inc. 0.05% Add +12.8% 109,127 $3.1M
Benjamin Edwards Inc. 0.03% Add +131.7% 98,970 $2.8M
Crusonia Wealth Advisors LLC 0.57% Add +0.1% 96,719 $2.8M
Ameritas Advisory Services, LLC 0.11% Add +9.5% 96,501 $2.8M
JPMorgan Chase & Co. 0.00% Add +49.6% 96,471 $2.8M
HighTower Advisors, LLC 0.00% Reduce -9.1% 89,459 $2.6M
AE Wealth Management LLC 0.01% Add +129.7% 88,866 $2.6M
Moment Partners, LLC 0.43% New 84,602 $2.4M
Inspirion Wealth Advisors, LLC 0.30% Reduce -21.6% 84,342 $2.4M
Beacon Pointe Advisors, LLC 0.01% Reduce -18.8% 84,170 $2.4M
Corundum Group, Inc. 0.80% Add +18.1% 83,201 $2.4M
Mutual Advisors, LLC 0.05% Add +72.2% 82,094 $2.4M
Equitable Holdings, Inc. 0.01% Add +31.3% 98,495 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.4% 76,618 $2.2M
Bank of America Corp. 0.00% Add +7.9% 71,708 $2.1M
Principal Securities, Inc. 0.03% Add +2.8% 71,573 $2.1M
MML Investors Services, LLC 0.01% Reduce -6.7% 70,583 $2.0M
Western Wealth Management, LLC 0.08% Add +1.5% 70,567 $2.0M
Cherry Creek Investment Advisors, Inc. 0.88% New 70,177 $2.0M
Kestra Private Wealth Services, LLC 0.02% Reduce -1.1% 68,687 $2.0M
Private Advisor Group, LLC 0.01% Reduce -2.2% 68,092 $2.0M
Chiron Capital Management, LLC 1.98% — 67,412 $1.9M
Gerald Baker Financial Group LLC 0.56% — 61,383 $1.8M
PCG Wealth Advisors, LLC 0.44% Reduce -7.8% 60,147 $1.7M
Fifth Third Bancorp 0.00% New 59,468 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +78.4% 58,951 $1.7M
Raab & Moskowitz Asset Management LLC 0.38% Reduce -1.1% 58,679 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -9.2% 55,664 $1.6M
Cascade Investment Group, Inc. 1.01% Add +7.3% 53,257 $1.5M
Copia Wealth Management 1.04% Add +107.7% 52,754 $1.5M
Columbia Advisory Partners LLC 0.91% Reduce -11.2% 49,908 $1.4M
Sargent Investment Group, LLC 0.19% Add +1.7% 49,641 $1.4M
Captrust Financial Advisors 0.00% Add +10.8% 48,694 $1.4M
Cadent Capital Advisors, LLC 0.37% Reduce -5.9% 48,610 $1.4M
Renaissance Technologies 0.00% Add +31.0% 48,600 $1.4M

"% 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 281 holders