Purchases and Sales Made in Q4 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.13M+ 54668.25% |
$114M - $124M
|
5.14M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
480K+ 663.69% |
$10.7M - $11.6M
|
552K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
286K+ 1170.14% |
$6.37M - $6.91M
|
311K
$7.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
277K+ 53.44% |
$6.16M - $6.68M
|
795K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
239KNew |
$5.32M - $5.77M
|
239K
$5.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
181K+ 34.55% |
$4.02M - $4.36M
|
704K
$16.6M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
179KNew |
$3.99M - $4.33M
|
179K
$4.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
162K+ 460.43% |
$3.61M - $3.91M
|
197K
$4.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
146KNew |
$3.24M - $3.51M
|
146K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
137K+ 25.38% |
$3.05M - $3.31M
|
676K
$16M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
110K+ 32.81% |
$2.45M - $2.66M
|
447K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97.2KNew |
$2.16M - $2.35M
|
97.2K
$2.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
96.1KNew |
$2.14M - $2.32M
|
96.1K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
94.2KNew |
$2.1M - $2.27M
|
94.2K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
82.6K+ 708.89% |
$1.84M - $1.99M
|
94.2K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
82.4KNew |
$1.83M - $1.99M
|
82.4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
78.3KNew |
$1.74M - $1.89M
|
78.3K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
78.2K+ 36202.31% |
$1.74M - $1.89M
|
78.4K
$1.85M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
60.2KNew |
$1.34M - $1.45M
|
60.2K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
56.1KNew |
$1.25M - $1.35M
|
56.1K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
53.6KNew |
$1.19M - $1.29M
|
53.6K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
52.2K+ 150.08% |
$1.16M - $1.26M
|
87K
$2.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
49.1K+ 7.56% |
$1.09M - $1.18M
|
698K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
42.4KNew |
$943K - $1.02M
|
42.4K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
39.3KNew |
$875K - $949K
|
39.3K
$927K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.2KNew |
$738K - $801K
|
33.2K
$782K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.7K+ 17.94% |
$616K - $668K
|
182K
$4.29M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24.5KNew |
$545K - $592K
|
24.5K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
22.9KNew |
$509K - $552K
|
22.9K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
22.1K+ 46.15% |
$491K - $533K
|
69.9K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.2K+ 33.21% |
$473K - $513K
|
85.2K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
21.2KNew |
$472K - $512K
|
21.2K
$500K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20.9K+ 32.99% |
$465K - $504K
|
84.2K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
20.3K+ 8.71% |
$452K - $491K
|
254K
$5.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
17.7K+ 7.1% |
$393K - $427K
|
267K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
17.6K+ 9.15% |
$391K - $424K
|
210K
$4.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
17.3K+ 2.4% |
$385K - $417K
|
737K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.4K+ 23.5% |
$343K - $372K
|
81.1K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
14.3KNew |
$318K - $345K
|
14.3K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14K+ 26.22% |
$312K - $338K
|
67.4K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.9K+ 16.74% |
$309K - $335K
|
96.9K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
13K+ 46.79% |
$290K - $315K
|
40.9K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
12.2K+ 14.1% |
$272K - $295K
|
99K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12K+ 15.16% |
$268K - $291K
|
91.5K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 29.32% |
$245K - $266K
|
48.6K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.8KNew |
$239K - $260K
|
10.8K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 5.85% |
$232K - $251K
|
188K
$4.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
9.37K+ 6.32% |
$208K - $226K
|
158K
$3.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.33K+ 14.74% |
$207K - $225K
|
72.6K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.01K+ 78.85% |
$200K - $217K
|
20.4K
$482K
|