Purchases and Sales Made in Q1 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2024. 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 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.25K- 27.43% |
$94.7K - $101K
|
11.2K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.29K- 32.6% |
$95.5K - $102K
|
8.86K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.29K- 11.94% |
$95.7K - $103K
|
31.7K
$748K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.29K- 37.32% |
$95.7K - $103K
|
7.21K
$170K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.4K- 8.24% |
$98.1K - $105K
|
49K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.88K- 8.52% |
$109K - $117K
|
52.4K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.91K- 17.93% |
$109K - $117K
|
22.5K
$530K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4.98K- 12.66% |
$111K - $119K
|
34.3K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.21K- 48.43% |
$116K - $125K
|
5.55K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.48K- 1.21% |
$122K - $131K
|
448K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.54K- 4.32% |
$124K - $132K
|
123K
$2.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.56K- 26.8% |
$124K - $133K
|
15.2K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.29K- 8.12% |
$140K - $150K
|
71.2K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.44K- 30.36% |
$144K - $154K
|
14.8K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 25.63% |
$144K - $154K
|
18.7K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.42K- 16.93% |
$165K - $177K
|
36.4K
$859K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.46K- 21.94% |
$166K - $178K
|
26.5K
$627K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-7.64K- 38.09% |
$170K - $182K
|
12.4K
$293K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.36K- 27.52% |
$186K - $200K
|
22K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.46K- 17.39% |
$189K - $202K
|
40.2K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.49K- 12.9% |
$189K - $203K
|
57.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-8.9K- 26.85% |
$198K - $213K
|
24.3K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.75K- 10.35% |
$217K - $233K
|
84.5K
$2M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 11.2% |
$226K - $243K
|
80.5K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 13.3% |
$231K - $247K
|
67.5K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 21.36% |
$243K - $260K
|
40.1K
$947K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11K- 36.14% |
$244K - $262K
|
19.4K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.4K- 16.25% |
$255K - $273K
|
59K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-11.7K- 6.03% |
$261K - $280K
|
183K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-12.1K- 49.52% |
$271K - $290K
|
12.4K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-12.2K- 6.06% |
$272K - $292K
|
189K
$4.47M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.3K- 16.53% |
$274K - $294K
|
62.1K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-12.4K- 39.2% |
$277K - $297K
|
19.3K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-12.7K- 43.77% |
$283K - $304K
|
16.3K
$385K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.8K- 13.71% |
$285K - $305K
|
80.4K
$1.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-12.8K- 32.35% |
$286K - $306K
|
26.8K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.3K- 52.13% |
$297K - $318K
|
12.2K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13.8K- 14.24% |
$309K - $331K
|
83.4K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5K- 9.29% |
$324K - $347K
|
142K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15.1K- 8.41% |
$336K - $360K
|
164K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-16.5K- 10.22% |
$368K - $394K
|
145K
$3.42M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-16.5K- 10.3% |
$368K - $394K
|
144K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.5K- 63.59% |
$368K - $395K
|
9.46K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 14.68% |
$398K - $426K
|
104K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-19.7K- 57.3% |
$438K - $470K
|
14.7K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-20.5K- 79.35% |
$456K - $489K
|
5.32K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20.6K- 21.91% |
$460K - $493K
|
73.5K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-26.2K- 40.93% |
$584K - $626K
|
37.8K
$893K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28K- 17.61% |
$625K - $670K
|
131K
$3.1M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-28.2K- 50.24% |
$628K - $674K
|
27.9K
$659K
|