Purchases and Sales Made in Q2 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q2 2024. 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 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.83MNew |
$43.3M - $45.7M
|
1.83M
$43.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.19M+ 3.46% |
$28.1M - $29.6M
|
35.6M
$840M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03M+ 13.07% |
$24.4M - $25.7M
|
8.93M
$211M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03M+ 13.07% |
$24.4M - $25.7M
|
8.93M
$211M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
344K+ 95.75% |
$8.13M - $8.57M
|
704K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
258KNew |
$6.09M - $6.42M
|
258K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
246KNew |
$5.82M - $6.13M
|
246K
$5.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
218K+ 69.89% |
$5.14M - $5.42M
|
529K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
163K+ 336.25% |
$3.84M - $4.05M
|
211K
$4.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
144K+ 138.49% |
$3.39M - $3.57M
|
247K
$5.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
106K+ 40.99% |
$2.51M - $2.65M
|
366K
$8.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.1K+ 2.92% |
$2.13M - $2.24M
|
3.18M
$74.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
70.9K+ 191.71% |
$1.67M - $1.76M
|
108K
$2.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
55.6K+ 20.2% |
$1.31M - $1.38M
|
331K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
46.4KNew |
$1.1M - $1.15M
|
46.4K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
43.8K+ 16.3% |
$1.04M - $1.09M
|
313K
$7.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
39.7K+ 55.43% |
$938K - $988K
|
111K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
37KNew |
$873K - $920K
|
37K
$872K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
32.2K+ 6.84% |
$761K - $802K
|
503K
$11.9M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
29.5KNew |
$696K - $733K
|
29.5K
$695K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.5K+ 9.32% |
$673K - $709K
|
334K
$7.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
25.2K+ 18.38% |
$596K - $628K
|
162K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
25K+ 18.47% |
$590K - $622K
|
160K
$3.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
23.7K+ 2.86% |
$560K - $590K
|
852K
$20.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
18.1K+ 8.87% |
$428K - $451K
|
222K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.8K+ 3.13% |
$397K - $418K
|
553K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16.8K+ 11.86% |
$396K - $417K
|
158K
$3.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$394K - $415K
|
16.7K
$393K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 4.73% |
$382K - $403K
|
358K
$8.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
14.2KNew |
$336K - $354K
|
14.2K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$330K - $347K
|
14K
$329K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.6K+ 42.19% |
$321K - $338K
|
45.8K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 8.91% |
$302K - $318K
|
156K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12.7K+ 13.2% |
$301K - $317K
|
109K
$2.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
12.1K+ 4.31% |
$286K - $302K
|
293K
$6.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
11.9K+ 14.04% |
$280K - $295K
|
96.4K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11.1KNew |
$262K - $276K
|
11.1K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.62K+ 1.69% |
$227K - $239K
|
580K
$13.7M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
9.08KNew |
$214K - $226K
|
9.08K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.87KNew |
$209K - $221K
|
8.87K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
8.57K+ 5.33% |
$202K - $213K
|
169K
$4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.37KNew |
$198K - $208K
|
8.37K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.17KNew |
$193K - $203K
|
8.17K
$193K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.49K+ 2.89% |
$177K - $186K
|
267K
$6.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
7.25K+ 3.97% |
$171K - $180K
|
190K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.99K+ 2.4% |
$165K - $174K
|
298K
$7.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.56K+ 4097.5% |
$155K - $163K
|
6.72K
$158K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.72K+ 15.13% |
$135K - $142K
|
43.5K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.53K+ 37.61% |
$131K - $138K
|
20.2K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.48K+ 8.45% |
$130K - $136K
|
70.4K
$1.66M
|