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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.36K- 7.46% |
$191K - $206K
|
104K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.62K- 8.56% |
$197K - $213K
|
92.1K
$2.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.21K- 9.1% |
$210K - $227K
|
92K
$2.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-10.2K- 6.8% |
$233K - $252K
|
140K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10.5K- 23.08% |
$240K - $260K
|
35.1K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.8K- 24.6% |
$247K - $268K
|
33.2K
$785K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.6KClosed |
$265K - $287K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.9KClosed |
$272K - $294K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.3K- 47.1% |
$280K - $303K
|
13.8K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 96.59% |
$283K - $307K
|
439
$10.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.7K- 1.93% |
$290K - $314K
|
647K
$15.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-13.1K- 46.28% |
$298K - $322K
|
15.2K
$358K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14K- 27.4% |
$320K - $346K
|
37.2K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-16.4K- 47.92% |
$374K - $405K
|
17.8K
$421K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-16.6K- 19.68% |
$379K - $411K
|
67.9K
$1.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17.8K- 6.32% |
$405K - $439K
|
263K
$6.22M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18K- 18.24% |
$410K - $444K
|
80.7K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 18.83% |
$417K - $451K
|
78.8K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.3K- 64.02% |
$417K - $451K
|
10.3K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.5K- 72.61% |
$421K - $456K
|
6.96K
$164K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-18.8K- 6.38% |
$427K - $463K
|
275K
$6.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-19.9K- 49.55% |
$453K - $491K
|
20.3K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21.5K- 28.59% |
$489K - $530K
|
53.6K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-23.4K- 12.8% |
$533K - $578K
|
159K
$3.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23.5K- 48.35% |
$536K - $581K
|
25.1K
$593K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.6K- 4.46% |
$537K - $582K
|
505K
$11.9M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-25.4K- 55.74% |
$579K - $627K
|
20.2K
$476K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.5K- 24.52% |
$650K - $704K
|
87.8K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.4K- 7.44% |
$716K - $775K
|
391K
$9.22M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-31.9K- 10.85% |
$727K - $787K
|
262K
$6.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33.8K- 55.89% |
$770K - $834K
|
26.7K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-35.9K- 11.76% |
$819K - $887K
|
270K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36.2K- 49.09% |
$825K - $893K
|
37.5K
$886K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-37.4K- 30.37% |
$853K - $924K
|
85.8K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.9K- 61.32% |
$863K - $935K
|
23.9K
$564K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-40.8K- 68.17% |
$931K - $1.01M
|
19.1K
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.3K- 31.02% |
$942K - $1.02M
|
91.9K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-42.6K- 26.32% |
$971K - $1.05M
|
119K
$2.82M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-42.6K- 52.17% |
$972K - $1.05M
|
39.1K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.9K- 4.15% |
$1M - $1.08M
|
1.01M
$23.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.7K- 21.67% |
$1.29M - $1.4M
|
205K
$4.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-67.4K- 71.76% |
$1.53M - $1.66M
|
26.5K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.1K- 67.43% |
$1.55M - $1.68M
|
32.9K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.8K- 84.2% |
$1.61M - $1.75M
|
13.3K
$313K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-70.9K- 13.72% |
$1.62M - $1.75M
|
446K
$10.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-72.6K- 23.96% |
$1.66M - $1.79M
|
231K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.6K- 8.17% |
$1.75M - $1.89M
|
861K
$20.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-80.2K- 30.91% |
$1.83M - $1.98M
|
179K
$4.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.3K- 9.3% |
$1.88M - $2.03M
|
803K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.7K- 10.45% |
$1.89M - $2.04M
|
709K
$16.7M
|