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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +298,618 | +1.4% | 21,825,658 | $626.61M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +1,068 | +1.5% | 70,567 | $2.03M | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -68,746 | -32.8% | 140,555 | $3.65M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +7,370 | +272.2% | 10,078 | $289.34K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -5,624 | -9.2% | 55,664 | $1.60M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +5,249 | +7.9% | 71,708 | $2.06M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +1,728 | +16.8% | 12,013 | $345.00K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +584,810 | +5.9% | 10,531,074 | $302.35M | Q1 2026 | May 15, 2026 |
| Psi Advisors, Llc | Buy | +319,821 | — | 319,821 | $9.18M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +218,086 | +213.7% | 320,149 | $9.19M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +148,098 | +10.4% | 1,567,531 | $45.00M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +147,781 | — | 147,781 | $4.24M | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | Buy | +118,384 | — | 118,384 | $3.40M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +60,682 | +11.9% | 572,748 | $16.44M | Q1 2026 | May 15, 2026 |
| Magnolia Capital Advisors Llc | Buy | +43,589 | — | 43,589 | $1.25M | Q1 2026 | May 15, 2026 |
| Bison Wealth, Llc | Buy | +29,450 | +6.5% | 480,376 | $14.63M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +24,046 | — | 24,046 | $690.36K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +23,458 | +31.3% | 98,495 | $2.29M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +20,322 | — | 20,322 | $583.45K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -19,494 | -18.8% | 84,170 | $2.42M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +18,394 | +2.6% | 717,306 | $20.65M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +12,361 | +12.8% | 109,127 | $3.13M | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | Buy | +11,874 | +5.3% | 237,819 | $6.83M | Q1 2026 | May 15, 2026 |
| Everest Financial Group Llc | Buy | +11,743 | — | 11,743 | $337.12K | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +11,241 | +8.4% | 144,969 | $4.16M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -8,836 | -17.1% | 42,944 | $1.23M | Q1 2026 | May 15, 2026 |
| Hancock Whitney Corp | Buy | +8,164 | — | 8,164 | $242.23K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -7,393 | -43.2% | 9,720 | $279.06K | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | Buy | +7,107 | — | 7,107 | $204.04K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +5,697 | +19.1% | 35,516 | $1.02M | Q1 2026 | May 15, 2026 |
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.