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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Psi Advisors, Llc, Wells Fargo & Company/Mn, Summit Financial, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+298,618+1.4%21,825,658$626.61MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+1,068+1.5%70,567$2.03MQ1 2026May 19, 2026
Newedge Advisors, LlcSell-68,746-32.8%140,555$3.65MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+7,370+272.2%10,078$289.34KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-5,624-9.2%55,664$1.60MQ1 2026May 18, 2026
Bank Of America CorpBuy+5,249+7.9%71,708$2.06MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+1,728+16.8%12,013$345.00KQ1 2026May 18, 2026
Morgan StanleyBuy+584,810+5.9%10,531,074$302.35MQ1 2026May 15, 2026
Psi Advisors, LlcBuy+319,821—319,821$9.18MQ1 2026May 15, 2026
Summit Financial, LlcBuy+218,086+213.7%320,149$9.19MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+148,098+10.4%1,567,531$45.00MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+147,781—147,781$4.24MQ1 2026May 15, 2026
Quadrature Capital LtdBuy+118,384—118,384$3.40MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+60,682+11.9%572,748$16.44MQ1 2026May 15, 2026
Magnolia Capital Advisors LlcBuy+43,589—43,589$1.25MQ1 2026May 15, 2026
Bison Wealth, LlcBuy+29,450+6.5%480,376$14.63MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+24,046—24,046$690.36KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+23,458+31.3%98,495$2.29MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+20,322—20,322$583.45KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcSell-19,494-18.8%84,170$2.42MQ1 2026May 15, 2026
&PartnersBuy+18,394+2.6%717,306$20.65MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+12,361+12.8%109,127$3.13MQ1 2026May 15, 2026
London & Capital Asset Management LtdBuy+11,874+5.3%237,819$6.83MQ1 2026May 15, 2026
Everest Financial Group LlcBuy+11,743—11,743$337.12KQ1 2026May 15, 2026
Guardian Wealth Advisors, Llc / NcBuy+11,241+8.4%144,969$4.16MQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Sell-8,836-17.1%42,944$1.23MQ1 2026May 15, 2026
Hancock Whitney CorpBuy+8,164—8,164$242.23KQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-7,393-43.2%9,720$279.06KQ1 2026May 15, 2026
Clark Capital Management Group, Inc.Buy+7,107—7,107$204.04KQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+5,697+19.1%35,516$1.02MQ1 2026May 15, 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.