Purchases and Sales Made in Q2 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.32M+ 14.33% |
$72.7M - $80.3M
|
26.5M
$628M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1M+ 170.68% |
$24.2M - $26.7M
|
1.75M
$41.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
933K+ 1318.2% |
$20.4M - $22.5M
|
1M
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
621K+ 88.99% |
$13.6M - $15M
|
1.32M
$31.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
592KNew |
$12.9M - $14.3M
|
592K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
385K+ 108.57% |
$8.42M - $9.3M
|
739K
$17.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
317K+ 963.89% |
$6.93M - $7.66M
|
350K
$8.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
184K+ 24.2% |
$4.02M - $4.44M
|
942K
$22.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
145K+ 127.86% |
$3.18M - $3.51M
|
259K
$6.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
104K+ 190.88% |
$2.28M - $2.52M
|
159K
$3.76M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
104K+ 106.19% |
$2.28M - $2.52M
|
202K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
92.6KNew |
$2.02M - $2.24M
|
92.6K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
90.9KNew |
$1.99M - $2.2M
|
90.9K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
89.9K+ 376.67% |
$1.97M - $2.17M
|
114K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
84.6KNew |
$1.85M - $2.04M
|
84.6K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
82.6K+ 23.86% |
$1.81M - $2M
|
429K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
81.6KNew |
$1.78M - $1.97M
|
81.6K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.3K+ 27.67% |
$1.52M - $1.67M
|
320K
$7.58M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
62K+ 40.37% |
$1.36M - $1.5M
|
216K
$5.11M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57.7K+ 554.66% |
$1.26M - $1.39M
|
68.2K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
51.3K+ 28.11% |
$1.12M - $1.24M
|
234K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44K+ 345.76% |
$963K - $1.06M
|
56.8K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
40.7K+ 18.23% |
$889K - $982K
|
264K
$6.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
39.1K+ 18.05% |
$855K - $945K
|
256K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
35.9K+ 5.51% |
$785K - $867K
|
687K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.9KNew |
$742K - $820K
|
33.9K
$804K
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
32.6KNew |
$713K - $788K
|
32.6K
$773K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.3K+ 37.18% |
$641K - $708K
|
108K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
29K+ 31.78% |
$633K - $700K
|
120K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26.4K+ 12.64% |
$578K - $639K
|
236K
$5.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.5K+ 228.89% |
$514K - $568K
|
33.8K
$800K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
23.3KNew |
$509K - $563K
|
23.3K
$552K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
20.9K+ 11.58% |
$456K - $504K
|
201K
$4.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
17.9KNew |
$391K - $432K
|
17.9K
$424K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
15.7K+ 5.75% |
$344K - $380K
|
290K
$6.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
14.9K+ 6.81% |
$326K - $360K
|
234K
$5.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.6KNew |
$319K - $353K
|
14.6K
$346K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.3K+ 18.83% |
$290K - $320K
|
83.7K
$1.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
11.8K+ 7.9% |
$258K - $285K
|
161K
$3.81M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
11.2K+ 5590.0% |
$245K - $270K
|
11.4K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$237K - $262K
|
10.8K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.8KNew |
$237K - $262K
|
10.8K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.7K+ 15.75% |
$234K - $258K
|
78.5K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.4K+ 54.6% |
$227K - $251K
|
29.4K
$697K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.46KNew |
$207K - $229K
|
9.46K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.53K+ 2.83% |
$186K - $206K
|
310K
$7.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
7.91K+ 16.48% |
$173K - $191K
|
55.9K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.18K+ 8.18% |
$157K - $173K
|
94.9K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.01K+ 4.4% |
$153K - $169K
|
166K
$3.94M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.97K+ 13.57% |
$152K - $168K
|
58.3K
$1.38M
|