Purchases and Sales Made in Q3 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
7New |
$160 - $175
|
7
$165
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.93% |
$45.7 - $50
|
216
$5.1K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$45.7 - $50
|
2.32K
$54.7K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35- 0.79% |
$800 - $876
|
4.38K
$103K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-40- 0.31% |
$915 - $1K
|
13.1K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-40- 0.22% |
$915 - $1K
|
18K
$426K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-57- 6.61% |
$1.3K - $1.43K
|
805
$19K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-58- 61.7% |
$1.33K - $1.45K
|
36
$850
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-96- 10.75% |
$2.2K - $2.4K
|
797
$18.8K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-110- 4.95% |
$2.52K - $2.75K
|
2.11K
$49.8K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-125- 0.96% |
$2.86K - $3.13K
|
12.8K
$303K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-140- 19.83% |
$3.2K - $3.5K
|
566
$13.4K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-143- 0.23% |
$3.27K - $3.58K
|
63.3K
$1.49M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-143- 4.71% |
$3.27K - $3.58K
|
2.89K
$68.3K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-144- 1.24% |
$3.29K - $3.6K
|
11.4K
$270K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-209- 67.64% |
$4.78K - $5.23K
|
100
$2.36K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-214- 49.77% |
$4.89K - $5.35K
|
216
$5.1K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-386- 1.39% |
$8.83K - $9.66K
|
27.3K
$645K
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-477- 0.2% |
$10.9K - $11.9K
|
233K
$5.51M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-540- 7.51% |
$12.3K - $13.5K
|
6.65K
$157K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-568- 5.01% |
$13K - $14.2K
|
10.8K
$254K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-570- 0.18% |
$13K - $14.3K
|
319K
$7.54M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-586- 0.69% |
$13.4K - $14.7K
|
84.5K
$2M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-614- 5.76% |
$14K - $15.4K
|
10K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-657- 2.47% |
$15K - $16.4K
|
25.9K
$612K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-678- 4.64% |
$15.5K - $17K
|
13.9K
$329K
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-683- 1.8% |
$15.6K - $17.1K
|
37.2K
$877K
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-687- 0.27% |
$15.7K - $17.2K
|
255K
$6.02M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-724- 17.49% |
$16.6K - $18.1K
|
3.42K
$80.6K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-814- 5.8% |
$18.6K - $20.4K
|
13.2K
$312K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 33.33% |
$22.9K - $25K
|
2K
$47.2K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.19K- 2.0% |
$27.3K - $29.8K
|
58.5K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 0.84% |
$27.4K - $29.9K
|
140K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 12.07% |
$30.2K - $33K
|
9.62K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 11.97% |
$30.8K - $33.7K
|
9.9K
$234K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 4.62% |
$31.3K - $34.2K
|
28.2K
$666K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.4K- 10.97% |
$31.9K - $34.9K
|
11.3K
$267K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.45K- 0.92% |
$33.1K - $36.2K
|
156K
$3.67M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.46K- 12.0% |
$33.3K - $36.5K
|
10.7K
$252K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.54K- 5.23% |
$35.2K - $38.5K
|
27.9K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 4.25% |
$35.4K - $38.7K
|
34.8K
$822K
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 13.95% |
$39.1K - $42.8K
|
10.5K
$249K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.79K- 5.43% |
$40.9K - $44.8K
|
31.2K
$736K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.92K- 5.51% |
$43.9K - $48.1K
|
33K
$779K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.12K- 3.91% |
$48.4K - $52.9K
|
52K
$1.23M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.33K- 3.34% |
$53.4K - $58.4K
|
67.6K
$1.6M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.38K- 16.41% |
$54.4K - $59.5K
|
12.1K
$286K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.4K- 3.61% |
$54.9K - $60K
|
64K
$1.51M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.45K- 45.92% |
$56K - $61.3K
|
2.89K
$68.1K
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.52K- 14.05% |
$57.6K - $63.1K
|
15.4K
$364K
|