Purchases and Sales Made in Q1 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST GLOBAL TACTICAL CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
505K+ 71.11% |
$11.5M - $12.5M
|
1.21M
$28.8M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
459K+ 828.35% |
$10.5M - $11.3M
|
514K
$12.2M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
336KNew |
$7.66M - $8.3M
|
336K
$7.97M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
302K+ 684.93% |
$6.88M - $7.46M
|
346K
$8.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
228K+ 47.32% |
$5.19M - $5.62M
|
709K
$16.8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
197K+ 851.3% |
$4.49M - $4.86M
|
220K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
194K+ 11.7% |
$4.43M - $4.8M
|
1.86M
$44M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
193K+ 167.22% |
$4.4M - $4.77M
|
308K
$7.31M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
188K+ 78.42% |
$4.28M - $4.63M
|
427K
$10.1M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
150K+ 554.38% |
$3.42M - $3.71M
|
177K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
149KNew |
$3.4M - $3.68M
|
149K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
124KNew |
$2.82M - $3.05M
|
124K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105K+ 133.59% |
$2.39M - $2.59M
|
184K
$4.35M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
102K+ 70.39% |
$2.33M - $2.52M
|
247K
$5.86M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
93.2K+ 342.87% |
$2.12M - $2.3M
|
120K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
91.1KNew |
$2.08M - $2.25M
|
91.1K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88.4K+ 54.56% |
$2.02M - $2.18M
|
250K
$5.93M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
82.2K+ 11.6% |
$1.87M - $2.03M
|
791K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
75.8K+ 38.26% |
$1.73M - $1.87M
|
274K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
75K+ 32.18% |
$1.71M - $1.85M
|
308K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
70.9K+ 20.01% |
$1.62M - $1.75M
|
425K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
68.2K+ 9.87% |
$1.55M - $1.68M
|
759K
$18M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.9KNew |
$1.52M - $1.65M
|
66.9K
$1.58M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
63.1KNew |
$1.44M - $1.56M
|
63.1K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
62.4KNew |
$1.42M - $1.54M
|
62.4K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
61.9K+ 63.15% |
$1.41M - $1.53M
|
160K
$3.79M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.5K+ 302.55% |
$1.33M - $1.44M
|
77.8K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.6KNew |
$1.24M - $1.35M
|
54.6K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
52.9K+ 176.72% |
$1.21M - $1.31M
|
82.9K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
47.9K+ 7.94% |
$1.09M - $1.18M
|
651K
$15.4M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
41.9K+ 16.16% |
$955K - $1.03M
|
301K
$7.14M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.4K+ 70.07% |
$921K - $998K
|
98.1K
$2.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
39.3K+ 19.5% |
$895K - $969K
|
241K
$5.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
37.3K+ 53.23% |
$850K - $920K
|
107K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
34.4K+ 16.42% |
$785K - $850K
|
244K
$5.78M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 0.14% |
$720K - $780K
|
23.2M
$549M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.9K+ 72.95% |
$680K - $737K
|
70.8K
$1.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
29.2K+ 12.68% |
$666K - $721K
|
260K
$6.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
29.1K+ 13.91% |
$663K - $718K
|
238K
$5.64M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
28.6K+ 16.4% |
$652K - $706K
|
203K
$4.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
27.5K+ 16.41% |
$627K - $679K
|
195K
$4.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
26.4KNew |
$601K - $651K
|
26.4K
$624K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
24K+ 15.4% |
$548K - $594K
|
180K
$4.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.6K+ 11.45% |
$537K - $582K
|
229K
$5.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
23.5K+ 12.46% |
$536K - $581K
|
212K
$5.03M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
23.2KNew |
$530K - $574K
|
23.2K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.1K+ 3.27% |
$504K - $546K
|
698K
$16.5M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20K+ 4.78% |
$457K - $495K
|
439K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19.6K+ 14.75% |
$447K - $484K
|
153K
$3.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
18.5K+ 62.86% |
$422K - $457K
|
48K
$1.14M
|