First Trust Global TacticalFTGCETF

13F holders, Q2 2026 (June 30)
274holders −7
30new positions
36sold out
$27.02avg. 13F price*

At the end of Q2 2026, 274 institutions reported holding First Trust Global Tactical (FTGC) in their 13F filings, down 7 from Q1 2026. 30 opened new positions and 36 sold out. The largest holders were Wells Fargo & Company ($588.7M), Morgan Stanley ($285.7M) and Envestnet Asset Management Inc. ($202.3M).

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 2026 → Q2 2026

InstitutionsTotal Value
New Positions30$85.6M
Exits36$41.0M

All 13F filers, Q1 2026 → Q2 2026: 18,781,102 shares bought and 5,116,491 shares sold, net +13,664,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 274 holders

Wells Fargo & Company 0.10% Reduce -0.3% 21,763,134 $588.7M
Morgan Stanley 0.02% Add +0.3% 10,562,312 $285.7M
Envestnet Asset Management Inc. 0.05% Add +880.6% 7,478,012 $202.3M
Osaic Holdings, Inc. 0.17% Add +854.4% 5,466,281 $147.9M
LPL Financial LLC 0.02% Reduce -1.2% 3,295,649 $89.1M
UBS Group AG 0.01% Add +15.5% 1,672,607 $45.2M
Royal Bank of Canada 0.01% Add +3.2% 1,617,836 $43.8M
Raymond James Financial Inc. 0.01% Add +31.4% 1,415,450 $38.3M
Stock Yards Bank & Trust Co. 1.07% Add +4.6% 1,387,044 $37.5M
Cyndeo Wealth Partners, LLC 1.48% Add +2.2% 1,157,535 $31.3M
Modern Wealth Management, LLC 0.31% New 971,639 $26.3M
&partners 0.11% Add +34.6% 965,395 $26.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +29.3% 932,402 $25.2M
Csenge Advisory Group 0.99% Add +5.7% 901,297 $24.4M
Dunhill Financial, LLC 4.35% Add +38.5% 782,279 $21.3M
First Trust Advisors LP 0.01% Add +468.9% 756,891 $20.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.46% Reduce -35.3% 719,100 $19.4M
Carrera Capital Advisors 2.77% Reduce -35.1% 690,192 $18.7M
Financial Enhancement Group LLC 2.15% Add +38.9% 666,514 $18.0M
Commonwealth Equity Services, LLC 0.02% Reduce -1.6% 648,635 $17.5M
Cetera Investment Advisers 0.01% Add +25.3% 591,708 $16.0M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -18.4% 589,983 $16.0M
Valmark Advisers, Inc. 0.17% Reduce -6.3% 580,543 $15.7M
HighPoint Advisor Group LLC 0.55% Reduce -5.2% 574,445 $15.5M
Bison Wealth, LLC 1.28% Add +3.7% 498,160 $13.8M
Envestnet Portfolio Solutions, Inc. 0.06% New 470,207 $12.7M
Cooper Financial Group 0.87% New 386,464 $10.5M
Capital Asset Advisory Services LLC 0.37% Add +10.8% 382,602 $10.3M
Axxcess Wealth Management, LLC 0.16% New 377,555 $10.2M
Solitude Financial Services 2.54% Add +0.7% 338,563 $9.2M
PSI Advisors, LLC 2.04% Add +1.4% 324,348 $8.8M
StoneX Group Inc. 0.35% New 324,087 $8.8M
Summit Financial, LLC 0.09% Reduce -0.0% 320,040 $8.7M
Petix & Botte Co 1.72% Add +91.2% 316,406 $8.6M
LexAurum Advisors, LLC 0.89% Reduce -20.3% 283,090 $7.7M
NewEdge Advisors, LLC 0.02% Add +6.8% 280,803 $7.6M
Arvest Investments, Inc. 0.92% Reduce -25.5% 280,704 $7.6M
D.A. Davidson & Co. 0.04% Add +48.9% 274,403 $7.4M
Mainsail Financial Group, LLC 2.48% Add +19.0% 269,735 $7.3M
Gladstone Institutional Advisory LLC 0.23% Add +0.1% 268,950 $7.3M
Prospera Financial Services Inc 0.10% Add +26.2% 263,865 $7.1M
Prevail Innovative Wealth Advisors, LLC 1.04% Add +46.0% 259,032 $7.0M
W1M Asset Management Ltd 0.06% Add +5.8% 251,724 $6.8M
USAdvisors Wealth Management, LLC 1.93% New 248,626 $6.7M
Farther Finance Advisors, LLC 0.05% Reduce -42.5% 227,959 $6.2M
Baird Financial Group, Inc. 0.01% Add +15.7% 218,676 $5.9M
ABLE Financial Group, LLC 0.97% Add +3.0% 213,091 $5.8M
Chicago Wealth Management, Inc. 2.02% Add +1.1% 210,441 $5.7M
HFG Wealth Management, LLC 5.59% Reduce -58.4% 205,361 $5.6M
CreativeOne Wealth, LLC 0.12% Add +474.2% 203,939 $5.5M
Walkner Condon Financial Advisors LLC 0.55% Add +5.1% 176,312 $4.8M
Ameritas Advisory Services, LLC 0.09% Add +76.3% 170,168 $4.6M
Integrated Wealth Concepts LLC 0.03% Add +11.9% 165,437 $4.5M
Assetmark, Inc. 0.01% Add +23.9% 150,142 $4.1M
Orion Porfolio Solutions, LLC 0.03% Add +91.4% 146,629 $4.0M
Climber Capital SA 2.34% Add +0.1% 145,758 $3.8M
Citigroup Inc. 0.00% Add +6.7% 131,919 $3.6M
Guided Capital Wealth Management, LLC 2.08% Add +11.1% 131,764 $3.6M
Janney Montgomery Scott LLC 0.01% Reduce -10.1% 123,859 $3.4M
Guardian Wealth Advisors, LLC / NC 0.19% Reduce -15.9% 121,915 $3.3M
Mgo One Seven LLC 0.05% Add +192.7% 118,648 $3.2M
Concurrent Investment Advisors, LLC 0.03% Reduce -64.7% 118,410 $3.2M
Truist Financial Corp. 0.00% Reduce -4.5% 116,969 $3.2M
FWG Holdings, LLC 1.05% New 103,112 $3.0M
Harbour Investments, Inc. 0.04% Add +2.7% 112,058 $3.0M
JPMorgan Chase & Co. 0.00% Add +6.5% 102,767 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -60.7% 99,317 $2.7M
Crusonia Wealth Advisors LLC 0.43% Add +0.0% 96,727 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -3.2% 95,335 $2.6M
HighTower Advisors, LLC 0.00% Add +5.3% 94,188 $2.5M
AE Wealth Management LLC 0.01% Reduce -1.4% 87,620 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +40.3% 82,727 $2.3M
Corundum Group, Inc. 0.68% Add +1.2% 84,182 $2.3M
Flaharty Asset Management, LLC 3.24% Reduce -92.0% 83,146 $2.3M
Mutual Advisors, LLC 0.04% Add +1.5% 83,307 $2.3M
Milestones Private Investment Advisors LLC 1.78% New 82,589 $2.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.7% 81,873 $2.2M
Private Advisor Group, LLC 0.01% Add +18.9% 80,990 $2.2M
Arkadios Wealth Advisors 0.03% Add +45.5% 80,980 $2.2M
RFG Advisory, LLC 0.03% Add +71.0% 79,217 $2.1M
MML Investors Services, LLC 0.00% Add +6.5% 75,156 $2.0M
Copia Wealth Management 1.22% Add +41.9% 74,881 $2.0M
Cherry Creek Investment Advisors, Inc. 0.77% Add +2.6% 71,973 $1.9M
Western Wealth Management, LLC 0.06% Reduce -0.4% 70,295 $1.9M
Principal Securities, Inc. 0.02% Reduce -2.8% 69,591 $1.9M
Bank of America Corp. 0.00% Reduce -4.0% 68,854 $1.9M
Kestra Private Wealth Services, LLC 0.02% Reduce -0.8% 68,155 $1.8M
Inspirion Wealth Advisors, LLC 0.20% Reduce -21.9% 65,863 $1.8M
Gerald Baker Financial Group LLC 0.49% Add +4.5% 64,167 $1.7M
Chiron Capital Management, LLC 1.54% Reduce -6.0% 63,380 $1.7M
Benjamin Edwards Inc. 0.02% Reduce -36.3% 63,067 $1.7M
Capital Financial Group Inc\co\ 0.88% Add +105.0% 62,033 $1.7M
Fifth Third Bancorp 0.00% Add +3.5% 61,570 $1.7M
Arwa LLC 0.68% Add +47.4% 57,099 $1.6M
Raab & Moskowitz Asset Management LLC 0.32% Reduce -0.3% 58,479 $1.6M
PCG Wealth Advisors, LLC 0.35% Reduce -4.9% 57,222 $1.5M
E&G Advisors, LLC 0.29% Add +176.8% 56,228 $1.5M
Flagship Harbor Advisors, LLC 0.06% Add +39.5% 54,261 $1.5M
Cascade Investment Group, Inc. 0.82% Add +1.5% 54,064 $1.5M
Nations Financial Group Inc, /Ia/ 0.07% Reduce -65.7% 52,493 $1.4M
Silver Oak Securities, Incorporated 0.09% Add +102.7% 52,329 $1.4M
Sargent Investment Group, LLC 0.17% Add +4.9% 52,063 $1.4M
Center For Asset Management LLC 0.61% Add +8.3% 50,918 $1.4M
Columbia Advisory Partners LLC 0.74% Reduce -1.1% 49,345 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% Add +11.9% 48,067 $1.3M
Captrust Financial Advisors 0.00% Reduce -2.3% 47,596 $1.3M
Susquehanna International Group, LLP 0.00% New 46,569 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +35.5% 46,234 $1.3M
Lanark Financial, Inc. 0.08% Reduce -0.7% 45,729 $1.2M
Trueblood Wealth Management, LLC 0.43% Add +1.1% 45,374 $1.2M
MTM Investment Management, LLC 0.34% Add +21.9% 44,573 $1.2M
Keating Financial Advisory Services, Inc. 0.16% Add +4361.1% 44,254 $1.2M
Koshinski Asset Management, Inc. 0.06% Add +8.5% 43,869 $1.2M
Composition Wealth, LLC 0.01% Reduce -2.2% 43,669 $1.2M
TrueWealth Advisors, LLC 0.27% Add +16.1% 43,558 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +18.6% 43,211 $1.2M
Certified Advisory Corp 0.09% Add +5.6% 42,297 $1.1M
Magnolia Capital Advisors LLC 0.19% Reduce -5.4% 41,241 $1.1M
Bank of New York Mellon Corp 0.00% Add +63.1% 39,679 $1.1M
Drive Wealth Management, LLC 0.19% Add +2.7% 39,192 $1.1M
Traction Financial Partners, LLC 0.55% Add +3.1% 37,951 $1.0M
Aspect Partners, LLC 0.38% Reduce -0.7% 37,677 $1.0M
Elevation Point Wealth Partners, LLC 0.02% Reduce -12.7% 37,485 $1.0M
Focus Financial Network, Inc. 0.03% Add +18.9% 36,073 $976K
Cadent Capital Advisors, LLC 0.20% Reduce -27.5% 35,248 $953K
Simplicity Wealth,LLC 0.03% Add +52.1% 34,589 $936K
Global Assets Advisory, LLC 0.20% New 34,446 $935K
Stratos Wealth Partners, LTD. 0.01% Add +6.9% 34,253 $927K
Advisory Services Network, LLC 0.01% Add +74.7% 30,655 $829K
Johnson Investment Counsel Inc. 0.01% No change 27,921 $755K
Arax Advisory Partners 0.00% Add +479.1% 26,881 $727K
Carlson Financial, Inc. 0.36% Reduce -3.7% 26,077 $705K
City Center Advisors, LLC 0.56% Add +7.6% 25,611 $693K
Harvest Investment Services, LLC 0.10% Add +0.0% 23,874 $646K
Stablepoint Partners, LLC 0.09% Reduce -26.5% 23,527 $636K
Darwin Wealth Management, LLC 0.17% Reduce -90.0% 22,748 $615K
Rockefeller Capital Management L.P. 0.00% Add +154.7% 21,778 $589K
Magnus Financial Group LLC 0.04% Reduce -2.6% 21,240 $575K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -10.5% 21,139 $572K
Asset Allocation Strategies LLC 0.09% Reduce -6.3% 20,653 $559K
Puff Wealth Management, LLC 0.56% — 20,484 $554K
Kovack Advisors, Inc. 0.03% Add +0.0% 20,300 $550K
Titleist Asset Management, LLC 0.03% Add +2.7% 19,107 $517K
Signature Equity Partners, LLC 0.23% Add +33.7% 18,791 $508K
Savvy Advisors, Inc. 0.01% Add +0.4% 17,764 $481K
Kingswood Wealth Advisors, LLC 0.02% Add +0.7% 17,653 $478K
Merit Financial Group, LLC 0.00% Reduce -7.0% 17,353 $469K
Oarsman Capital, Inc. 0.05% Reduce -0.0% 17,223 $466K
WealthCare Investment Partners, LLC 0.11% Reduce -5.6% 17,088 $462K
Maseco LLP 0.01% No change 17,060 $461K
Brookstone Capital Management 0.00% Add +26.4% 16,664 $451K
Snowden Capital Advisors LLC 0.01% No change 16,571 $448K
First Heartland Consultants, Inc. 0.03% Reduce -3.2% 16,524 $447K
Sound Income Strategies, LLC 0.02% Reduce -4.0% 16,390 $443K
TMB Capital Partners, LLC 0.14% Add +10.1% 16,018 $433K
Americana Partners, LLC 0.01% Add +4.2% 15,968 $432K
Proactive Wealth Strategies LLC 0.07% Reduce -1.3% 15,716 $425K
Qube Research & Technologies Ltd 0.00% New 15,050 $407K
Vontobel Holding Ltd. 0.00% Add +1.6% 14,783 $400K
World Investment Advisors 0.01% New 14,321 $399K
Baldwin Wealth Partners LLC 0.03% Reduce -27.8% 14,675 $397K
Capital Wealth Alliance, LLC 0.18% Reduce -3.2% 14,665 $396K
tru Independence LLC 0.17% Reduce -1.5% 14,411 $390K
J.W. Cole Advisors, Inc. 0.01% Reduce -5.6% 14,138 $382K
Sowell Financial Services LLC 0.01% Reduce -89.4% 14,132 $382K
Envision Financial LLC 0.17% Reduce -32.6% 13,984 $378K
HBW Advisory Services LLC 0.03% New 13,951 $377K
Creative Planning 0.00% Add +12.6% 13,338 $361K
EPG Wealth Management LLC 0.09% Add +0.6% 13,146 $356K
Headland Capital, LLC 0.09% Reduce -32.4% 12,859 $348K
Bleakley Financial Group, LLC 0.00% New 12,752 $345K
Mariner, LLC 0.00% Reduce -34.8% 12,567 $340K
Centaurus Financial, Inc. 0.01% Add +2.9% 12,357 $334K
Smallwood Wealth Investment Management, LLC 0.14% New 11,992 $324K
Waterfront Wealth Inc. 0.05% Reduce -61.8% 11,504 $322K
OneDigital Investment Advisors LLC 0.00% Reduce -3.8% 11,908 $322K
Everest Financial Group LLC 0.04% Add +0.4% 11,794 $319K
Genesis Private Wealth, LLC 0.09% Add +1.6% 11,664 $315K
Gateway Wealth Partners, LLC 0.02% Reduce -43.7% 11,443 $310K
Creative Financial Designs Inc. 0.01% Add +13.8% 11,382 $308K
Accel Wealth Management 0.07% Reduce -7.7% 11,103 $300K
First United Bank & Trust 0.09% Add +41.1% 11,041 $299K
GeoWealth Management, LLC 0.01% Reduce -9.9% 10,980 $297K
Plante Moran Financial Advisors, LLC 0.01% No change 10,831 $293K
Global Retirement Partners, LLC 0.00% — 10,704 $290K
Cushing Capital Partners, LLC 0.20% Add +0.1% 10,551 $285K
Coldstream Capital Management Inc. 0.00% No change 10,298 $279K
Fearless Solutions, LLC dba Best Invest 0.14% No change 9,782 $265K
Park Square Financial Group, LLC 2.35% Reduce -10.8% 9,639 $261K
Wedbush Securities Inc. 0.01% Add +1.6% 9,570 $259K
Shelton Wealth Management, LLC 0.10% Reduce -22.9% 9,243 $250K
White Wing Wealth Management 0.13% New 9,199 $249K
Objective Capital Management, LLC 0.22% Add +0.2% 9,100 $246K
IHT Wealth Management, LLC 0.01% Reduce -6.4% 9,098 $246K
Northwest Wealth Advisors, LLC 0.13% Reduce -1.7% 8,437 $228K
IFP Advisors, Inc 0.00% Add +17.7% 8,287 $224K
Compass Financial Management LLC 0.03% — 8,101 $222K
Visionary Wealth Advisors 0.01% Reduce -7.0% 8,181 $221K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -1.4% 8,109 $219K
Balefire, LLC 0.04% Reduce -20.2% 8,108 $219K
Daymark Wealth Partners, LLC 0.01% Add +0.2% 7,777 $210K
Total Investment Management Inc. 0.02% Add +0.2% 7,142 $207K
Mercer Global Advisors Inc. 0.00% Reduce -35.2% 7,583 $205K
Nilsine Partners, LLC 0.01% No change 7,500 $203K
Wealth Effects LLC 0.05% Add +0.0% 7,460 $202K
Vise Technologies, Inc. 0.00% New 7,447 $201K
Summit Wealth Group LLC / Co. 0.02% No change 7,409 $200K
Morton Brown Family Wealth, LLC 0.04% No change 7,059 $191K
Tounjian Advisory Partners, LLC 0.08% New 6,651 $180K
CoreCap Advisors, LLC 0.01% Reduce -5.3% 6,294 $170K
StrongBox Wealth, LLC 0.05% New 6,175 $167K
Ameriflex Group, Inc. 0.06% Add +75.8% 5,870 $159K
International Assets Investment Management, LLC 0.01% Reduce -19.1% 5,257 $142K
SBI Securities Co., Ltd. 0.00% Add +0.3% 4,774 $129K
Clearstead Advisors, LLC 0.00% Add +8.4% 4,417 $119K
Private Wealth Asset Management, LLC 0.01% Add +17.4% 3,041 $82K
United Community Bank 0.02% No change 2,825 $76K
Glassman Wealth Services 0.01% New 2,684 $73K
IFG Advisory, LLC 0.00% New 2,630 $71K
BNP Paribas Financial Markets 0.00% Add +24430.0% 2,453 $66K
Private Trust Co. NA 0.01% Add +0.2% 2,384 $64K
Jones Financial Companies LLLP 0.00% New 2,264 $61K
Spire Wealth Management 0.00% Add +847.3% 2,065 $56K
Golden State Wealth Management, LLC 0.01% Add +8.2% 2,035 $55K
Gill Capital Partners, LLC 0.01% No change 2,012 $54K
Mechanics Financial Corp 0.02% No change 2,000 $54K
IMG Wealth Management, Inc. 0.03% No change 1,910 $52K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +0.2% 1,850 $50K
AdvisorNet Financial, Inc 0.00% Add +0.5% 1,787 $48K
Elevated Capital Advisors, LLC 0.01% No change 1,764 $48K
Geneos Wealth Management Inc. 0.00% Add +124.7% 1,741 $47K
Transamerica Financial Advisors, LLC 0.00% Add +6492.3% 1,714 $46K
Farmers & Merchants Investments Inc. 0.00% Reduce -25.4% 1,600 $43K
Pinnacle Bancorp, Inc. 0.01% Add +76.8% 1,591 $43K
Parallel Advisors, LLC 0.00% Add +275.0% 1,500 $41K
PlanVest Financial, Inc 0.03% No change 1,412 $38K
NFSG Corp 0.00% Add +17.6% 1,345 $36K
Brown Brothers Harriman & Co. 0.00% No change 1,266 $34K
Fiduciary Financial Advisors 0.00% New 1,133 $31K
CENTRAL TRUST Co 0.00% No change 1,000 $27K
Allworth Financial LP 0.00% Add +0.7% 920 $25K
Ancora Advisors LLC 0.00% No change 821 $22K
Salomon & Ludwin, LLC 0.00% No change 649 $18K
CX Institutional 0.00% Add +0.6% 641 $17K
Pinney & Scofield, Inc. 0.01% Reduce -33.3% 573 $16K
Rogco, LP 0.00% New 480 $13K
PNC Financial Services Group, Inc. 0.00% New 451 $12K
US Bancorp \de 0.00% No change 417 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 410 $11K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 405 $11K
Lloyd Advisory Services, LLC. 0.00% New 345 $9K
Silver Grove Financial Group, Inc. 0.00% New 263 $7K
Basepoint Wealth LLC 0.00% Reduce -19.1% 221 $6K
Capital Analysts, LLC 0.00% No change 167 $5K
Mather Group, Llc. 0.00% Reduce -6.1% 154 $4K
Ulland Investment Advisors, LLC 0.00% No change 130 $4K
Larson Financial Group LLC 0.00% Reduce -25.8% 141 $4K
Reyes Financial Architecture, Inc. 0.00% No change 141 $4K
EverSource Wealth Advisors, LLC 0.00% No change 135 $4K
McGuire Capital Advisors Inc. 0.00% No change 126 $3K
Gilpin Wealth Management, LLC 0.00% No change 111 $3K
Holos Integrated Wealth LLC 0.00% Reduce -57.0% 98 $3K
Marshall Investment Management, LLC 0.00% Add +1.1% 94 $3K
Triumph Capital Management 0.00% No change 75 $2K
Rossby Financial, LCC 0.00% Reduce -2.6% 74 $2K
SHP Wealth Management 0.00% Reduce -73.5% 52 $1K
POM Investment Strategies, LLC 0.00% No change 43 $1K
Frazier Financial Advisors, LLC 0.00% No change 39 $1K
Cheviot Value Management, LLC 0.00% No change 38 $1K
Coppell Advisory Solutions LLC 0.00% New 127,679 $1K
Medallion Wealth Advisors, LLC 0.00% No change 23 $633
Continuum Advisory, LLC 0.00% New 9 $243
Quantum Portfolio Management LLC 0.00% New 8 $216
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -90.0% 1 $27

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