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 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.72K- 24.11% |
$62.1K - $68K
|
8.55K
$202K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.84K- 10.04% |
$64.8K - $70.9K
|
25.4K
$600K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.93K- 16.36% |
$67K - $73.3K
|
15K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.2K- 14.51% |
$73.2K - $80.1K
|
18.9K
$445K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.24K- 11.71% |
$74.1K - $81.1K
|
24.4K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 6.4% |
$76.8K - $84K
|
49.1K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.43K- 64.12% |
$78.5K - $85.8K
|
1.92K
$45.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.79K- 1.6% |
$86.8K - $94.9K
|
233K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.88K- 4.19% |
$88.7K - $97.1K
|
88.7K
$2.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.9K- 24.8% |
$89.2K - $97.6K
|
11.8K
$279K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.99K- 12.4% |
$91.2K - $99.8K
|
28.2K
$665K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.03K- 4.04% |
$92.2K - $101K
|
95.7K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.1K- 3.73% |
$93.7K - $103K
|
106K
$2.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-4.18K- 6.01% |
$95.5K - $104K
|
65.3K
$1.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.34K- 29.71% |
$99.2K - $109K
|
10.3K
$242K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.51K- 19.01% |
$103K - $113K
|
19.2K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.56K- 11.7% |
$104K - $114K
|
34.4K
$812K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.7K- 11.11% |
$108K - $118K
|
37.6K
$888K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.83K- 4.51% |
$110K - $121K
|
102K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.86K- 4.79% |
$111K - $122K
|
96.7K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-4.99K- 43.83% |
$114K - $125K
|
6.39K
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.13K- 51.0% |
$117K - $128K
|
4.93K
$116K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.24K- 8.59% |
$120K - $131K
|
55.8K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.4K- 25.47% |
$123K - $135K
|
15.8K
$373K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.75K- 25.47% |
$131K - $144K
|
16.8K
$397K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.98K- 7.77% |
$137K - $150K
|
71K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.09K- 3.66% |
$139K - $152K
|
160K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.4K- 18.96% |
$146K - $160K
|
27.4K
$646K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.55K- 9.17% |
$150K - $164K
|
64.9K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.77K- 5.86% |
$155K - $169K
|
109K
$2.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.46K- 22.89% |
$171K - $187K
|
25.1K
$594K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-7.67K- 23.91% |
$175K - $192K
|
24.4K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-7.67K- 9.03% |
$175K - $192K
|
77.3K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-7.76K- 4.98% |
$178K - $194K
|
148K
$3.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.25K- 33.55% |
$189K - $207K
|
16.4K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.63K- 25.41% |
$197K - $216K
|
25.3K
$598K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-8.71K- 58.81% |
$199K - $218K
|
6.1K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.88K- 50.04% |
$203K - $222K
|
8.86K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-8.88K- 4.42% |
$203K - $222K
|
192K
$4.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.14K- 17.23% |
$209K - $229K
|
43.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.21K- 22.11% |
$211K - $231K
|
32.5K
$766K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11K- 5.45% |
$252K - $276K
|
191K
$4.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-11.1K- 4.26% |
$253K - $277K
|
249K
$5.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 2.34% |
$275K - $301K
|
501K
$11.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.2K- 8.91% |
$280K - $306K
|
125K
$2.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-13K- 6.4% |
$297K - $325K
|
190K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-14.8K- 2.0% |
$337K - $369K
|
725K
$17.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.4K- 49.17% |
$398K - $435K
|
18K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.6K- 18.51% |
$402K - $440K
|
77.4K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.6K- 27.56% |
$403K - $441K
|
46.3K
$1.09M
|