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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-28.9K- 33.9% |
$644K - $690K
|
56.3K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29.9K- 56.4% |
$667K - $715K
|
23.1K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-30K- 13.06% |
$668K - $716K
|
200K
$4.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-34.6K- 7.02% |
$772K - $828K
|
459K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36K- 4.8% |
$803K - $861K
|
715K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-40K- 21.23% |
$891K - $955K
|
148K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.8K- 62.87% |
$1.15M - $1.24M
|
30.6K
$723K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-51.9K- 43.14% |
$1.16M - $1.24M
|
68.4K
$1.61M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-53.8K- 63.88% |
$1.2M - $1.28M
|
30.4K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.9K- 22.22% |
$1.31M - $1.41M
|
206K
$4.87M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-59.4K- 72.97% |
$1.32M - $1.42M
|
22K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.7K- 16.54% |
$1.38M - $1.47M
|
311K
$7.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66.6K- 71.0% |
$1.48M - $1.59M
|
27.2K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69.4K- 95.55% |
$1.55M - $1.66M
|
3.23K
$76.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-73.9K- 82.03% |
$1.65M - $1.77M
|
16.2K
$382K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75.3K- 15.57% |
$1.68M - $1.8M
|
409K
$9.65M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-75.4K- 98.24% |
$1.68M - $1.8M
|
1.35K
$31.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76.1K- 87.46% |
$1.7M - $1.82M
|
10.9K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-78.2K- 99.7% |
$1.74M - $1.87M
|
232
$5.48K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.1K- 9.09% |
$1.76M - $1.89M
|
791K
$18.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-85.8K- 72.37% |
$1.91M - $2.05M
|
32.7K
$773K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94.9K- 29.32% |
$2.12M - $2.27M
|
229K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-95K- 29.45% |
$2.12M - $2.27M
|
228K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-106K- 15.71% |
$2.37M - $2.54M
|
570K
$13.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-116K- 39.82% |
$2.58M - $2.77M
|
175K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-116KClosed |
$2.59M - $2.78M
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-185K- 93.74% |
$4.12M - $4.42M
|
12.3K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-198K- 84.92% |
$4.41M - $4.73M
|
35.1K
$830K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-221K- 25.53% |
$4.93M - $5.28M
|
645K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-229K- 72.43% |
$5.1M - $5.47M
|
87.1K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-263K- 3.22% |
$5.86M - $6.28M
|
7.9M
$186M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-263K- 3.22% |
$5.86M - $6.28M
|
7.9M
$186M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-364K- 65.91% |
$8.11M - $8.69M
|
188K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-370K- 50.7% |
$8.24M - $8.83M
|
359K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-397K- 85.46% |
$8.86M - $9.49M
|
67.6K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-402K- 38.57% |
$8.95M - $9.59M
|
639K
$15.1M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-488K- 47.63% |
$10.9M - $11.7M
|
536K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-610K- 16.51% |
$13.6M - $14.6M
|
3.09M
$72.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-689K- 98.62% |
$15.4M - $16.5M
|
9.62K
$227K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.03M- 11.56% |
$23M - $24.7M
|
7.9M
$186M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.2M- 42.18% |
$26.7M - $28.7M
|
1.64M
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.13M- 99.73% |
$114M - $123M
|
14K
$330K
|