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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.3K- 3.28% |
$418K - $457K
|
539K
$12.7M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.3K- 62.09% |
$442K - $483K
|
11.8K
$279K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20.6K- 10.33% |
$470K - $514K
|
178K
$4.21M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.4K- 27.92% |
$535K - $585K
|
60.4K
$1.43M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-24.3K- 35.64% |
$556K - $608K
|
43.9K
$1.04M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-24.6K- 38.07% |
$562K - $615K
|
40K
$944K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.4K- 16.67% |
$580K - $635K
|
127K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.9K- 45.6% |
$592K - $648K
|
30.9K
$729K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.1K- 55.08% |
$620K - $678K
|
22.1K
$522K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-31.3K- 59.92% |
$716K - $784K
|
21K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-34.5K- 41.95% |
$788K - $862K
|
47.7K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-39.8K- 8.27% |
$910K - $995K
|
441K
$10.4M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-42.9K- 33.23% |
$980K - $1.07M
|
86.1K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.5K- 32.0% |
$1.02M - $1.11M
|
94.5K
$2.23M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50.3K- 31.31% |
$1.15M - $1.26M
|
110K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-53.6K- 29.93% |
$1.23M - $1.34M
|
126K
$2.97M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-59.4K- 23.51% |
$1.36M - $1.49M
|
193K
$4.56M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68.8K- 31.75% |
$1.57M - $1.72M
|
148K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-69.6K- 56.59% |
$1.59M - $1.74M
|
53.4K
$1.26M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-74.8K- 54.89% |
$1.71M - $1.87M
|
61.5K
$1.45M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-95.1K- 36.69% |
$2.18M - $2.38M
|
164K
$3.88M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103K- 64.1% |
$2.36M - $2.59M
|
57.9K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135K- 10.25% |
$3.1M - $3.39M
|
1.18M
$28M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-184K- 84.07% |
$4.2M - $4.59M
|
34.8K
$821K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-187K- 86.64% |
$4.27M - $4.67M
|
28.8K
$680K
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-190K- 91.91% |
$4.35M - $4.75M
|
16.7K
$395K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200K- 26.01% |
$4.57M - $4.99M
|
568K
$13.4M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-208K- 26.95% |
$4.75M - $5.2M
|
563K
$13.3M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233K- 18.16% |
$5.34M - $5.84M
|
1.05M
$24.8M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-247K- 70.5% |
$5.64M - $6.17M
|
103K
$2.44M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-352K- 37.36% |
$8.05M - $8.81M
|
590K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-356K- 83.14% |
$8.15M - $8.92M
|
72.3K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-356K- 14.75% |
$8.15M - $8.92M
|
2.06M
$48.6M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-392K- 96.19% |
$8.97M - $9.81M
|
15.5K
$366K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-400K- 67.67% |
$9.16M - $10M
|
191K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-556K- 12.09% |
$12.7M - $13.9M
|
4.04M
$95.4M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-564K- 13.37% |
$12.9M - $14.1M
|
3.66M
$86.3M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-657K- 49.8% |
$15M - $16.4M
|
662K
$15.6M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.53M- 22.03% |
$57.8M - $63.2M
|
8.94M
$211M
|