Purchases and Sales Made in Q2 2023 in First Trust Global Tactical CO (FTGC)

FTGC Quotes by TradingView

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
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
5.93K
+ 2.57%
$130K - $143K
236K $5.58M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.56K
+ 9.56%
$122K - $134K
63.7K $1.5M
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
4.5K
+ 81.08%
$98.4K - $109K
10.1K $237K
Aug 09, 2023 Q2 2023
Holistic Financial Partners

BUY
 -
3.73K
+ 1.84%
$81.5K - $90.1K
207K $4.88M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.71K
+ 3.11%
$81.2K - $89.7K
123K $2.9M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
3.67K
+ 0.84%
$80.2K - $88.6K
443K $10.4M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.08K
+ 3.81%
$67.3K - $74.3K
83.7K $1.98M
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
3K
New
$65.6K - $72.5K
3K $70.8K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
3K
+ 15.71%
$65.5K - $72.4K
22.1K $521K
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.98K
+ 2.13%
$65.2K - $72K
143K $3.37M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.95K
+ 8.18%
$64.4K - $71.2K
39K $920K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.86K
+ 15.77%
$62.5K - $69K
21K $495K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.66K
+ 8.13%
$58.1K - $64.2K
35.4K $835K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
2.6K
+ 7.81%
$56.8K - $62.7K
35.8K $846K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.52K
New
$55.1K - $60.9K
2.52K $59.5K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.22K
+ 506.61%
$48.6K - $53.7K
2.66K $62.9K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.98K
New
$43.4K - $47.9K
1.98K $46.8K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.94K
+ 21.61%
$42.5K - $46.9K
10.9K $258K
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
1.74K
+ 5.9%
$37.9K - $41.9K
31.1K $735K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
1.58K
+ 41.94%
$34.6K - $38.2K
5.35K $126K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.31K
+ 0.97%
$28.7K - $31.7K
137K $3.24M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.3K
New
$28.3K - $31.3K
1.3K $30.6K
Jul 25, 2023 Q2 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
1.15K
+ 3.8%
$25.1K - $27.7K
31.3K $740K
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
1.11K
+ 12.34%
$24.3K - $26.8K
10.1K $239K
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

BUY
 -
1.11K
+ 12.34%
$24.3K - $26.8K
10.1K $239K
Jul 25, 2023 Q2 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
954
New
$20.9K - $23K
954 $22.5K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
877
+ 479.23%
$19.2K - $21.2K
1.06K $25K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
823
+ 7.96%
$18K - $19.9K
11.2K $264K
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
785
+ 5.68%
$17.2K - $19K
14.6K $345K
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
785
+ 1.76%
$17.2K - $19K
45.3K $1.07M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
605
New
$13.2K - $14.6K
605 $14.3K
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
575
+ 0.22%
$12.6K - $13.9K
260K $6.14M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
459
+ 12.47%
$10K - $11.1K
4.14K $97.7K
Jul 28, 2023 Q2 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
457
+ 0.77%
$9.99K - $11K
60K $1.42M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
390
New
$8.53K - $9.42K
390 $9.21K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
375
+ 0.95%
$8.2K - $9.06K
40.1K $946K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
344
+ 0.35%
$7.52K - $8.31K
99.7K $2.35M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
309
New
$6.76K - $7.47K
309 $7.3K
Jul 14, 2023 Q2 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
281
+ 0.64%
$6.15K - $6.79K
44.3K $1.05M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
246
New
$5.38K - $5.94K
246 $5.81K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
187
New
$4.09K - $4.52K
187 $4.42K
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
180
+ 72.0%
$3.94K - $4.35K
430 $10.2K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
138
+ 37.81%
$3.02K - $3.33K
503 $11.9K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
112
+ 0.09%
$2.45K - $2.71K
128K $3.02M
Aug 07, 2023 Q2 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
96
+ 0.85%
$2.1K - $2.32K
11.3K $268K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
60
New
$1.31K - $1.45K
60 $1.42K
Aug 15, 2023 Q2 2023
Objective Capital Management, LLC

BUY
 -
60
+ 0.34%
$1.31K - $1.45K
17.9K $423K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
54
+ 9.75%
$1.18K - $1.3K
608 $14.4K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
43
+ 0.45%
$940 - $1.04K
9.55K $225K

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