Purchases and Sales Made in Q1 2025 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2025. 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, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
11.9KNew |
$284K - $307K
|
11.9K
$291K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.2K+ 10.38% |
$267K - $288K
|
119K
$2.91M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 1.44% |
$261K - $282K
|
768K
$18.9M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
10.6KNew |
$254K - $274K
|
10.6K
$260K
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
10.3K+ 3.53% |
$248K - $267K
|
303K
$7.44M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.87KNew |
$236K - $255K
|
9.87K
$242K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
9.18KNew |
$220K - $237K
|
9.18K
$225K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.11KNew |
$218K - $236K
|
9.11K
$223K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.6KNew |
$206K - $222K
|
8.6K
$211K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.51K+ 17.27% |
$204K - $220K
|
57.8K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.37KNew |
$200K - $216K
|
8.37K
$205K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.32K+ 64030.77% |
$199K - $215K
|
8.34K
$205K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
8.27KNew |
$198K - $214K
|
8.27K
$203K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.22KNew |
$197K - $213K
|
8.22K
$202K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.56K+ 27981.48% |
$181K - $195K
|
7.58K
$186K
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.5K+ 19.27% |
$180K - $194K
|
46.4K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.92KNew |
$166K - $179K
|
6.92K
$170K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.83K+ 19.5% |
$164K - $177K
|
41.8K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
6.13K+ 4.41% |
$147K - $159K
|
145K
$3.56M
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.73K+ 11.74% |
$137K - $148K
|
54.6K
$1.34M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.41K+ 5.64% |
$130K - $140K
|
101K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.27K+ 28.45% |
$126K - $136K
|
23.8K
$584K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.53K+ 31.84% |
$108K - $117K
|
18.7K
$460K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 52.25% |
$90K - $97.2K
|
11K
$269K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.4K+ 0.38% |
$81.4K - $87.9K
|
906K
$22.2M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.26K+ 33.52% |
$78K - $84.2K
|
13K
$318K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.14K+ 9.03% |
$75.2K - $81.2K
|
37.9K
$931K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.08K+ 18.03% |
$73.9K - $79.8K
|
20.2K
$495K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.04K+ 3.13% |
$72.7K - $78.5K
|
99.9K
$2.45M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.96K+ 9.98% |
$71K - $76.6K
|
32.6K
$801K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.83K+ 16.87% |
$67.8K - $73.2K
|
19.6K
$481K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.59K+ 18.5% |
$62K - $66.9K
|
16.6K
$407K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.44K+ 165.81% |
$58.4K - $63.1K
|
3.91K
$96K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.81K+ 100.33% |
$43.2K - $46.7K
|
3.6K
$88.4K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.77K+ 4.03% |
$42.5K - $45.8K
|
45.8K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
1.6K+ 10.64% |
$38.4K - $41.4K
|
16.7K
$409K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.49K+ 6.23% |
$35.7K - $38.6K
|
25.4K
$624K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.47KNew |
$35.3K - $38.1K
|
1.47K
$36.1K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.47K+ 1.11% |
$35.3K - $38.1K
|
134K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.27K+ 0.55% |
$30.5K - $32.9K
|
233K
$5.71M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.14KNew |
$27.2K - $29.4K
|
1.14K
$27.9K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 83.44% |
$25.3K - $27.4K
|
2.33K
$57.1K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
986+ 6.63% |
$23.6K - $25.5K
|
15.9K
$389K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
967+ 1.69% |
$23.2K - $25K
|
58.2K
$1.43M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
883+ 9.01% |
$21.1K - $22.8K
|
10.7K
$262K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
881New |
$21.1K - $22.8K
|
881
$21.6K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
739+ 337.44% |
$17.7K - $19.1K
|
958
$23.5K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
732New |
$17.5K - $18.9K
|
732
$18K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
728+ 3.26% |
$17.4K - $18.8K
|
23.1K
$566K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
650+ 2.62% |
$15.6K - $16.8K
|
25.5K
$625K
|