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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19.1K- 28.6% |
$418K - $462K
|
47.8K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.2K- 60.14% |
$420K - $464K
|
12.7K
$300K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20.6K- 22.38% |
$450K - $498K
|
71.4K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-22.1K- 17.86% |
$483K - $534K
|
102K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23.3K- 64.89% |
$509K - $562K
|
12.6K
$297K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-24K- 57.5% |
$525K - $580K
|
17.7K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-24.4K- 2.43% |
$533K - $589K
|
976K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.3K- 28.37% |
$554K - $612K
|
64K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-26K- 48.38% |
$568K - $627K
|
27.7K
$654K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-26.1K- 29.13% |
$570K - $630K
|
63.4K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28.2K- 12.41% |
$617K - $682K
|
199K
$4.7M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-28.8K- 17.98% |
$629K - $695K
|
131K
$3.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-29.6K- 21.0% |
$647K - $714K
|
111K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-31.3K- 40.17% |
$684K - $755K
|
46.5K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36.4K- 20.45% |
$796K - $879K
|
142K
$3.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-37.4K- 36.03% |
$818K - $903K
|
66.4K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-37.8K- 35.27% |
$828K - $914K
|
69.5K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.5K- 6.89% |
$843K - $931K
|
521K
$12.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.7K- 42.32% |
$869K - $960K
|
54.1K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45K- 17.09% |
$984K - $1.09M
|
218K
$5.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-46.5K- 23.38% |
$1.02M - $1.12M
|
152K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-57.9K- 41.32% |
$1.27M - $1.4M
|
82.2K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-67.2K- 81.02% |
$1.47M - $1.62M
|
15.7K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.3K- 78.18% |
$1.54M - $1.7M
|
19.6K
$463K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-76.8K- 41.78% |
$1.68M - $1.85M
|
107K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-83.4K- 49.29% |
$1.83M - $2.02M
|
85.9K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-84.2K- 18.9% |
$1.84M - $2.04M
|
361K
$8.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-87.7K- 40.47% |
$1.92M - $2.12M
|
129K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-89.8K- 68.3% |
$1.96M - $2.17M
|
41.7K
$984K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-90.4K- 33.53% |
$1.98M - $2.18M
|
179K
$4.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-92.2K- 88.85% |
$2.02M - $2.23M
|
11.6K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-96.7K- 21.25% |
$2.11M - $2.34M
|
358K
$8.46M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-105K- 68.06% |
$2.29M - $2.53M
|
49.2K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-109K- 87.99% |
$2.37M - $2.62M
|
14.8K
$350K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115K- 45.19% |
$2.51M - $2.77M
|
139K
$3.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-123K- 8.76% |
$2.7M - $2.98M
|
1.29M
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-127K- 32.55% |
$2.78M - $3.07M
|
264K
$6.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-129K- 63.15% |
$2.83M - $3.13M
|
75.5K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-147K- 16.1% |
$3.22M - $3.56M
|
768K
$18.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-157K- 56.95% |
$3.43M - $3.79M
|
118K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-170K- 59.57% |
$3.72M - $4.11M
|
115K
$2.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-174K- 40.83% |
$3.81M - $4.21M
|
253K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-183K- 68.28% |
$4.01M - $4.43M
|
85.1K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-198K- 64.32% |
$4.34M - $4.79M
|
110K
$2.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-208K- 53.52% |
$4.54M - $5.02M
|
180K
$4.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 21.13% |
$4.68M - $5.17M
|
799K
$18.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-252K- 96.34% |
$5.52M - $6.1M
|
9.6K
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-279K- 26.56% |
$6.1M - $6.74M
|
771K
$18.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-287K- 34.56% |
$6.28M - $6.93M
|
543K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-289K- 36.06% |
$6.33M - $6.99M
|
513K
$12.1M
|