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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
42+ 1.85% |
$919 - $1.01K
|
2.32K
$54.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
37+ 7.41% |
$809 - $894
|
536
$12.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
35+ 0.34% |
$765 - $846
|
10.4K
$246K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
32+ 0.44% |
$700 - $773
|
7.28K
$172K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 88.89% |
$700 - $773
|
68
$1.61K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.85% |
$219 - $242
|
1.19K
$28K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 10.59% |
$197 - $217
|
94
$2.22K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.96% |
$131 - $145
|
632
$14.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.94% |
$43.7 - $48.3
|
214
$5.05K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1+ 2.13% |
$21.9 - $24.2
|
48
$1.13K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-5- -0.0% |
$109 - $121
|
156K
$3.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 2.93% |
$569 - $628
|
862
$20.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 0.37% |
$919 - $1.01K
|
11.2K
$265K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 0.37% |
$919 - $1.01K
|
11.2K
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103- 0.75% |
$2.25K - $2.49K
|
13.7K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-119- 18.98% |
$2.6K - $2.88K
|
508
$12K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-150- 1.06% |
$3.28K - $3.62K
|
14K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 0.69% |
$3.54K - $3.91K
|
23.4K
$554K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-270- 2.76% |
$5.9K - $6.52K
|
9.52K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-272- 5.81% |
$5.95K - $6.57K
|
4.41K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-310- 13.11% |
$6.78K - $7.49K
|
2.06K
$48.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-369- 34.33% |
$8.07K - $8.92K
|
706
$16.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-400Closed |
$8.75K - $9.66K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-450- 1.96% |
$9.84K - $10.9K
|
22.5K
$532K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-511- 4.0% |
$11.2K - $12.3K
|
12.2K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-520- 0.21% |
$11.4K - $12.6K
|
244K
$5.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-598- 5.69% |
$13.1K - $14.4K
|
9.92K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-662- 5.93% |
$14.5K - $16K
|
10.5K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-662- 7.25% |
$14.5K - $16K
|
8.47K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-700- 11.16% |
$15.3K - $16.9K
|
5.57K
$132K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-733- 19.46% |
$16K - $17.7K
|
3.03K
$71.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-781- 2.1% |
$17.1K - $18.9K
|
36.4K
$859K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-798- 4.26% |
$17.5K - $19.3K
|
17.9K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-916- 23.07% |
$20K - $22.1K
|
3.06K
$72.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-920- 5.97% |
$20.1K - $22.2K
|
14.5K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-991- 7.02% |
$21.7K - $23.9K
|
13.1K
$310K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.12K- 7.4% |
$24.5K - $27.1K
|
14K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.29K- 9.62% |
$28.3K - $31.2K
|
12.2K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.96% |
$31.9K - $35.2K
|
35.3K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.48K- 7.55% |
$32.4K - $35.8K
|
18.1K
$428K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.69K- 3.03% |
$37K - $40.9K
|
54.1K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.71K- 1.72% |
$37.4K - $41.3K
|
97.4K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.88K- 2.67% |
$41.2K - $45.5K
|
68.6K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-2.08K- 3.29% |
$45.5K - $50.2K
|
61K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.11K- 14.0% |
$46.2K - $51K
|
13K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.21K- 71.24% |
$48.4K - $53.4K
|
893
$21.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.24K- 15.94% |
$49K - $54.2K
|
11.8K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.25K- 14.64% |
$49.2K - $54.3K
|
13.1K
$310K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 4.18% |
$50.1K - $55.4K
|
52.5K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 20.0% |
$54.7K - $60.4K
|
10K
$236K
|