Purchases and Sales Made in Q4 2022 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-203- 1.44% |
$4.81K - $5.56K
|
13.9K
$328K
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-274- 10.43% |
$6.49K - $7.5K
|
2.35K
$55.6K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-335- 2.07% |
$7.93K - $9.17K
|
15.8K
$374K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-350- 1.13% |
$8.28K - $9.58K
|
30.7K
$726K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.16% |
$9.59K - $11.1K
|
1.21K
$28.5K
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-451- 2.63% |
$10.7K - $12.3K
|
16.7K
$394K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-458- 2.26% |
$10.8K - $12.5K
|
19.8K
$468K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-491- 3.61% |
$11.6K - $13.4K
|
13.1K
$309K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-527- 5.77% |
$12.5K - $14.4K
|
8.6K
$203K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-542- 1.81% |
$12.8K - $14.8K
|
29.4K
$695K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-547- 0.94% |
$12.9K - $15K
|
57.9K
$1.37M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-553- 88.91% |
$13.1K - $15.1K
|
69
$1.63K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-600- 6.44% |
$14.2K - $16.4K
|
8.72K
$206K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-667- 73.54% |
$15.8K - $18.3K
|
240
$5.67K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-707- 1.03% |
$16.7K - $19.4K
|
67.8K
$1.6M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-719- 91.94% |
$17K - $19.7K
|
63
$1.49K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-773- 8.5% |
$18.3K - $21.2K
|
8.32K
$196K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-773- 8.5% |
$18.3K - $21.2K
|
8.32K
$196K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-800- 4.09% |
$18.9K - $21.9K
|
18.8K
$443K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.08K- 2.37% |
$25.5K - $29.5K
|
44.4K
$1.05M
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.29K- 1.35% |
$30.4K - $35.2K
|
93.9K
$2.22M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.38K- 5.03% |
$32.6K - $37.7K
|
26K
$613K
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.56K- 1.81% |
$37K - $42.8K
|
84.6K
$2M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 2.48% |
$37.2K - $43K
|
61.7K
$1.46M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.82K- 1.39% |
$43K - $49.7K
|
128K
$3.03M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.83K- 0.84% |
$43.3K - $50.1K
|
216K
$5.09M
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.92K- 13.58% |
$45.4K - $52.5K
|
12.2K
$288K
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.95K- 1.81% |
$46.1K - $53.3K
|
106K
$2.5M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 2.08% |
$47.3K - $54.7K
|
93.8K
$2.21M
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.01K- 2.62% |
$47.6K - $55K
|
74.7K
$1.76M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.02K- 5.76% |
$47.9K - $55.4K
|
33.1K
$782K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.06K- 83.73% |
$48.7K - $56.4K
|
400
$9.44K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.29K- 5.9% |
$54.1K - $62.6K
|
36.5K
$861K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.5K- 75.76% |
$59.2K - $68.4K
|
800
$18.9K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.51% |
$65.4K - $75.7K
|
13K
$308K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.8K- 14.57% |
$66.3K - $76.6K
|
16.4K
$387K
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 1.99% |
$66.8K - $77.2K
|
139K
$3.28M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.3K- 6.16% |
$78.2K - $90.4K
|
50.4K
$1.19M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.58K- 10.92% |
$84.7K - $98K
|
29.2K
$690K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.62K- 26.5% |
$85.8K - $99.2K
|
10K
$237K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.64K- 11.43% |
$86.2K - $99.7K
|
28.2K
$666K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.73K- 3.43% |
$88.3K - $102K
|
105K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.78K- 3.61% |
$89.4K - $103K
|
101K
$2.38M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.01K- 6.5% |
$94.9K - $110K
|
57.7K
$1.36M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-4.32K- 16.0% |
$102K - $118K
|
22.7K
$536K
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.39K- 2.35% |
$104K - $120K
|
183K
$4.32M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.11K- 10.42% |
$121K - $140K
|
44K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.22K- 4.86% |
$123K - $143K
|
102K
$2.41M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.28K- 6.68% |
$125K - $144K
|
73.7K
$1.74M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.37K- 5.11% |
$127K - $147K
|
99.7K
$2.35M
|