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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
578+ 1.49% |
$13.8K - $14.9K
|
39.3K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
567+ 2.56% |
$13.6K - $14.7K
|
22.7K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
548New |
$13.1K - $14.2K
|
548
$13.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
520+ 0.82% |
$12.5K - $13.4K
|
63.8K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
513+ 0.43% |
$12.3K - $13.3K
|
121K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
483+ 2.31% |
$11.6K - $12.5K
|
21.4K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
464+ 2.37% |
$11.1K - $12K
|
20K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
279+ 2.43% |
$6.68K - $7.21K
|
11.8K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
274+ 330.12% |
$6.56K - $7.09K
|
357
$8.76K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
254+ 1.25% |
$6.08K - $6.57K
|
20.6K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
219New |
$5.25K - $5.66K
|
219
$5.37K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
175New |
$4.19K - $4.53K
|
175
$4.29K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
172+ 0.14% |
$4.12K - $4.45K
|
123K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167New |
$4K - $4.32K
|
167
$4.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
139+ 1.01% |
$3.33K - $3.59K
|
13.9K
$340K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
138+ 1.41% |
$3.31K - $3.57K
|
9.96K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.21K - $3.47K
|
134
$3.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
78+ 0.33% |
$1.87K - $2.02K
|
23.5K
$577K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
71+ 0.28% |
$1.7K - $1.84K
|
25.7K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
71+ 0.28% |
$1.7K - $1.84K
|
25.7K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
38New |
$910 - $983
|
38
$933
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
35New |
$838 - $905
|
35
$859
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.56% |
$359 - $388
|
2.69K
$66K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15+ 1.38% |
$359 - $388
|
1.11K
$27.1K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14+ 0.07% |
$335 - $362
|
20.6K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.14% |
$311 - $336
|
9.2K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.54% |
$263 - $284
|
2.04K
$50.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 0.31% |
$144 - $155
|
1.93K
$47.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.74% |
$47.9 - $51.7
|
272
$6.67K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 1.35% |
$24 - $25.9
|
75
$1.84K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$24 - $25.9
|
209
$5.13K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.44% |
$24 - $25.9
|
226
$5.55K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-15- 0.04% |
$359 - $388
|
42.2K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 1.45% |
$359 - $388
|
1.02K
$24.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 17.71% |
$742 - $802
|
144
$3.53K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-48- 0.1% |
$1.15K - $1.24K
|
47.8K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51- 0.23% |
$1.22K - $1.32K
|
22.1K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-95- 0.97% |
$2.28K - $2.46K
|
9.7K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-107- 5.3% |
$2.56K - $2.77K
|
1.91K
$46.9K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-109- 0.51% |
$2.61K - $2.82K
|
21.4K
$525K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-116- 0.98% |
$2.78K - $3K
|
11.7K
$288K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-148- 74.0% |
$3.54K - $3.83K
|
52
$1.28K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-182- 0.86% |
$4.36K - $4.71K
|
21.1K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-201- 0.6% |
$4.81K - $5.2K
|
33.4K
$821K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-314- 1.24% |
$7.52K - $8.12K
|
25.1K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-351- 11.22% |
$8.41K - $9.08K
|
2.78K
$68.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-428- 71.33% |
$10.3K - $11.1K
|
172
$4.22K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-480- 1.36% |
$11.5K - $12.4K
|
34.8K
$855K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-485- 2.28% |
$11.6K - $12.5K
|
20.8K
$509K
|