13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
FTGC

FIRST TRUST GLOBAL TACTICAL CO

295 institutions still hold FIRST TRUST GLOBAL TACTICAL CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739h101·295 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$1.5B
71.0% inst. owned
of float
Holders
295
-60 QoQ
filers reporting
Activity
+8 / −87
+831 added · −857 reduced
this quarter
Concentration
42.35%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

295 institutions reported FTGC in Q1 2026. WELLS FARGO & COMPANY/MN leads at 42.3% of the visible book. -60 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$627M21.8M0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$302M10.5M0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$96M3.3M0.03%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$45M1.6M0.01%Q1 202605
UBS Group AG
CIK 0001610520
$42M1.4M0.01%Q1 202606
STOCK YARDS BANK & TRUST CO
CIK 0000741073
$38M1.3M1.18%Q1 202607
Cyndeo Wealth Partners, LLC
CIK 0001950947
$33M1.1M1.71%Q1 202608
OVERSEA-CHINESE BANKING Corp Ltd
CIK 0001291318
$32M1.1M0.86%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$31M1.1M0.01%Q1 202610
Carrera Capital Advisors
CIK 0002035329
$31M1.1M4.70%Q1 202611
Flaharty Asset Management, LLC
CIK 0001697882
$30M1.0M3.71%Q1 202612
Csenge Advisory Group
CIK 0001715593
$24M853K1.12%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M763K0.01%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$21M721K0.01%Q1 202615
&PARTNERS
CIK 0000107136
$21M717K0.10%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M659K0.03%Q1 202617
Valmark Advisers, Inc.
CIK 0001380443
$18M619K0.21%Q1 202618
HighPoint Advisor Group LLC
CIK 0001616034
$17M606K0.73%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M573K0.02%Q1 202620
Dunhill Financial, LLC
CIK 0001948904
$16M565K3.82%Q1 2026
Page 1 of 15
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