FTGC FIRST TRUST

Ownership history in IFG Advisory, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in FIRST TRUST (FTGC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2022 Q1)
Avg. % of fund
0.05%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,898 +27 +0.3% 0.01% $230K $22.34
2025 Q2 REDUCED 8,871 -4,411 -33.2% 0.01% $219K $21.14
2022 Q3 REDUCED 13,282 -20,066 -60.2% 0.03% $336K $18.24
2022 Q2 REDUCED 33,348 -8,818 -20.9% 0.09% $892K $19.26
2022 Q1 ADDED 42,166 +13,712 +48.2% 0.12% $1.2M $20.46
2021 Q4 ADDED 28,454 +14,336 +101.5% 0.06% $656K $16.59
2021 Q3 REDUCED 14,118 -860 -5.7% 0.04% $340K $16.18
2021 Q2 INITIATED 14,978 0.04% $354K $15.87
% of Fund (quarterly)    FTGC price (monthly, adj. close)
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