FIRST TRUST GLOBAL TACTICAL (FTGC) Institutional Ownership Changes & 13F Activity

FIRST TRUST GLOBAL TACTICAL (FTGC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Modern Wealth Management, Llc, Raymond James Financial Inc, &Partners, and Coppell Advisory Solutions Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+17,656+11.9%165,437$4.48MQ2 2026Sep 09, 2026
Stock Yards Bank & Trust CoBuy+61,043+4.6%1,387,044$37.52MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-4,119-35.2%7,583$205.12KQ2 2026Aug 19, 2026
Copia Wealth ManagementBuy+22,127+41.9%74,881$2.03MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-2,297-2.7%81,873$2.21MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-3,160-3.2%95,335$2.58MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,688+6492.3%1,714$46.37KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-1,389-6.3%20,653$558.65KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+344+2.9%12,357$334.00KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+4,893,533+854.4%5,466,281$147.86MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+971,639971,639$26.28MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+338,483+31.4%1,415,450$38.29MQ2 2026Aug 14, 2026
&PartnersBuy+248,089+34.6%965,395$26.13MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+127,679127,679$1.02KQ2 2026Aug 14, 2026
Fwg Holdings, LlcBuy+103,112103,112$3.03MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+73,667+76.3%170,168$4.60MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+70,011+91.4%146,629$3.97MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-62,524-0.3%21,763,134$588.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+50,305+3.2%1,617,836$43.76MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+46,56946,569$1.26MQ2 2026Aug 14, 2026
Capital Asset Advisory Services LlcBuy+37,125+10.7%382,602$10.35MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcSell-23,054-15.9%121,915$3.30MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+15,05015,050$407.10KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+14,32114,321$398.55KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+5,123+11.9%48,067$1.30MQ2 2026Aug 14, 2026
Osterweis Capital Management IncSell-4,466-18.7%19,412$525.11KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,854-4.0%68,854$1.86MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,6302,630$71.14KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+2,530+75.7%5,870$158.79KQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcSell-2,348-5.4%41,241$1.12MQ2 2026Aug 14, 2026
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Frequently asked questions about FTGC activity

  • Which institutional owners are buying FTGC?

    Institutional owners buying FTGC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FTGC activity?

    "Buy" means an investor increased their reported position in FTGC compared to the prior reporting period. This reflects growing exposure to FIRST TRUST GLOBAL TACTICAL (FTGC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FTGC increasing?

    Institutional interest in FTGC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.