FIRST TRUST GLOBAL TACTICAL (FTGC) Institutional Shareholders
FIRST TRUST GLOBAL TACTICAL (FTGC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.16B in FTGC holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FTGC tracked by InsiderSet, reporting ownership valued at approximately $588.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $683.05M, representing an estimated gain of +16.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FTGC value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST GLOBAL TACTICAL (FTGC).
This page ranks the largest institutional FTGC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
270
Total Reported Value
$2.16B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$588.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.10% | 21,763,134 | $588,692,783 | $683,049,018 | +$94,356,235 | +16.03% | |
| Morgan Stanley | 0.02% | 10,562,312 | $285,710,557 | $331,504,500 | +$45,793,943 | +16.03% | |
| Envestnet Asset Management Inc | 0.05% | 7,478,012 | $202,280,225 | $234,701,893 | +$32,421,668 | +16.03% | |
| Osaic Holdings, Inc. | 0.17% | 5,466,281 | $147,860,868 | $171,562,509 | +$23,701,641 | +16.03% | |
| Lpl Financial Llc | 0.02% | 3,295,649 | $89,147,281 | $103,435,921 | +$14,288,640 | +16.03% | |
| Ubs Group Ag | 0.01% | 1,672,607 | $45,244,019 | $52,495,774 | +$7,251,755 | +16.03% | |
| Royal Bank Of Canada | 0.01% | 1,617,836 | $43,763,000 | $50,776,754 | +$7,013,754 | +16.03% | |
| Raymond James Financial Inc | 0.01% | 1,415,450 | $38,287,934 | $44,424,748 | +$6,136,814 | +16.03% | |
| Stock Yards Bank & Trust Co | 1.07% | 1,387,044 | $37,519,596 | $43,533,208 | +$6,013,612 | +16.03% | |
| Cyndeo Wealth Partners, Llc | 1.48% | 1,157,535 | $31,311,332 | $36,329,930 | +$5,018,598 | +16.03% | |
| Modern Wealth Management, Llc | 0.31% | 971,639 | $26,282,836 | $30,495,473 | +$4,212,637 | +16.03% | |
| &Partners | 0.11% | 965,395 | $26,134,015 | $30,299,501 | +$4,165,486 | +15.94% | |
| Csenge Advisory Group | 0.99% | 901,297 | $24,380,080 | $28,287,747 | +$3,907,667 | +16.03% | |
| Dunhill Financial, Llc | 4.35% | 782,279 | $21,295,655 | $24,552,296 | +$3,256,641 | +15.29% | |
| First Trust Advisors Lp | 0.01% | 756,891 | $20,473,903 | $23,755,478 | +$3,281,575 | +16.03% | |
| Oversea-Chinese Banking Corp Ltd | 0.46% | 719,100 | $19,444,464 | $22,569,385 | +$3,124,921 | +16.07% | |
| Carrera Capital Advisors | 2.77% | 690,192 | $18,669,687 | $21,662,090 | +$2,992,403 | +16.03% | |
| Financial Enhancement Group Llc | 2.15% | 666,514 | $18,029,191 | $20,918,942 | +$2,889,751 | +16.03% | |
| Commonwealth Equity Services, Llc | 0.02% | 648,635 | $17,545,580 | $20,357,799 | +$2,812,219 | +16.03% | |
| Cetera Investment Advisers | 0.01% | 591,708 | $16,005,705 | $18,571,111 | +$2,565,406 | +16.03% | |
| Valmark Advisers, Inc. | 0.17% | 580,543 | $15,703,688 | $18,220,690 | +$2,517,002 | +16.03% | |
| Highpoint Advisor Group Llc | 0.55% | 574,445 | $15,538,732 | $18,029,301 | +$2,490,569 | +16.03% | |
| Bison Wealth, Llc | 1.28% | 498,160 | $13,846,354 | $15,635,050 | +$1,788,696 | +12.92% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 470,207 | $12,719,100 | $14,757,729 | +$2,038,629 | +16.03% | |
| My Portfolio Guide, Llc | 6.37% | 401,156 | $11,516,126 | $12,590,522 | +$1,074,396 | +9.33% | |
| Cooper Financial Group | 0.87% | 386,464 | $10,453,840 | $12,129,405 | +$1,675,565 | +16.03% | |
| Capital Asset Advisory Services Llc | 0.37% | 382,602 | $10,349,379 | $12,008,193 | +$1,658,814 | +16.03% | |
| Axxcess Wealth Management, Llc | 0.16% | 377,555 | $10,212,846 | $11,849,790 | +$1,636,944 | +16.03% | |
| Solitude Financial Services | 2.54% | 338,563 | $9,158,129 | $10,626,003 | +$1,467,874 | +16.03% | |
| Psi Advisors, Llc | 2.04% | 324,348 | $8,773,618 | $10,179,857 | +$1,406,239 | +16.03% | |
| Stonex Group Inc. | 0.35% | 324,087 | $8,767,424 | $10,171,665 | +$1,404,241 | +16.02% | |
| Summit Financial, Llc | 0.09% | 320,040 | $8,657,078 | $10,044,647 | +$1,387,569 | +16.03% | |
| Petix & Botte Co | 1.72% | 316,406 | $8,558,808 | $9,930,592 | +$1,371,784 | +16.03% | |
| Lexaurum Advisors, Llc | 0.88% | 283,090 | $7,657,596 | $8,884,950 | +$1,227,354 | +16.03% | |
| Newedge Advisors, Llc | 0.02% | 280,803 | $7,595,745 | $8,813,171 | +$1,217,426 | +16.03% | |
| Arvest Investments, Inc. | 0.92% | 280,704 | $7,593,059 | $8,810,063 | +$1,217,004 | +16.03% | |
| D.A. Davidson & Co. | 0.04% | 274,403 | $7,422,616 | $8,612,303 | +$1,189,687 | +16.03% | |
| Mainsail Financial Group, Llc | 2.48% | 269,735 | $7,296,333 | $8,465,795 | +$1,169,462 | +16.03% | |
| Gladstone Institutional Advisory Llc | 0.23% | 268,950 | $7,275,091 | $8,441,157 | +$1,166,066 | +16.03% | |
| Prospera Financial Services Inc | 0.10% | 263,865 | $7,137,899 | $8,281,561 | +$1,143,662 | +16.02% | |
| Prevail Innovative Wealth Advisors, Llc | 1.04% | 259,032 | $7,006,816 | $8,129,875 | +$1,123,059 | +16.03% | |
| London & Capital Asset Management Ltd | 0.06% | 251,724 | $6,809,134 | $7,900,509 | +$1,091,375 | +16.03% | |
| Usadvisors Wealth Management, Llc | 1.93% | 248,626 | $6,725,000 | $7,803,276 | +$1,078,276 | +16.03% | |
| Farther Finance Advisors, Llc | 0.05% | 227,959 | $6,165,955 | $7,154,630 | +$988,675 | +16.03% | |
| Baird Financial Group, Inc. | 0.01% | 218,676 | $5,915,186 | $6,863,277 | +$948,091 | +16.03% | |
| Able Financial Group, Llc | 0.97% | 213,091 | $5,764,111 | $6,687,989 | +$923,878 | +16.03% | |
| Chicago Wealth Management, Inc. | 2.02% | 210,441 | $5,692,429 | $6,604,817 | +$912,388 | +16.03% | |
| Hfg Wealth Management, Llc | 5.59% | 205,361 | $5,555,021 | $6,445,378 | +$890,357 | +16.03% | |
| Cwm, Llc | 0.01% | 193,199 | $5,546,732 | $6,063,667 | +$516,935 | +9.32% | |
| Creativeone Wealth, Llc | 0.12% | 203,939 | $5,516,576 | $6,400,748 | +$884,172 | +16.03% |
Frequently asked questions about FTGC
Who owns the most FTGC stock?
The largest holders of FTGC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST GLOBAL TACTICAL (FTGC).
Is FTGC widely held by superinvestors?
Many widely followed stocks like FTGC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTGC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.