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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$66.8 - $72.4
|
3
$70.8
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.93% |
$44.5 - $48.3
|
218
$5.15K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.24% |
$111 - $121
|
2.11K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-11- 33.33% |
$245 - $266
|
22
$519
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-71- 0.04% |
$1.58K - $1.71K
|
160K
$3.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-77- 13.6% |
$1.71K - $1.86K
|
489
$11.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-77- 0.86% |
$1.71K - $1.86K
|
8.92K
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-77- 0.58% |
$1.71K - $1.86K
|
13.1K
$310K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-99- 0.5% |
$2.2K - $2.39K
|
19.6K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-101- 0.95% |
$2.25K - $2.44K
|
10.5K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-125- 6.51% |
$2.78K - $3.02K
|
1.8K
$42.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202- 23.17% |
$4.49K - $4.88K
|
670
$15.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 8.67% |
$5.56K - $6.04K
|
2.64K
$62.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-255- 2.16% |
$5.67K - $6.16K
|
11.5K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-300Closed |
$6.68K - $7.24K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-338- 16.45% |
$7.52K - $8.16K
|
1.72K
$40.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-339- 5.1% |
$7.54K - $8.18K
|
6.31K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-387- 49.17% |
$8.61K - $9.34K
|
400
$9.44K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-400- 1.0% |
$8.9K - $9.66K
|
39.7K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-417- 1.63% |
$9.28K - $10.1K
|
25.1K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-439- 55.08% |
$9.77K - $10.6K
|
358
$8.45K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-592- 1.09% |
$13.2K - $14.3K
|
53.7K
$1.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-627- 1.03% |
$14K - $15.1K
|
60.1K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-726- 3.29% |
$16.2K - $17.5K
|
21.4K
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-752- 42.32% |
$16.7K - $18.2K
|
1.03K
$24.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-794- 2.82% |
$17.7K - $19.2K
|
27.4K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-837- 6.97% |
$18.6K - $20.2K
|
11.2K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-885- 6.77% |
$19.7K - $21.4K
|
12.2K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-922- 5.08% |
$20.5K - $22.3K
|
17.2K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-923- 6.62% |
$20.5K - $22.3K
|
13K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-950- 1.98% |
$21.1K - $22.9K
|
47K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1K- 17.95% |
$22.3K - $24.1K
|
4.57K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.06K- 11.96% |
$23.5K - $25.5K
|
7.79K
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 9.37% |
$23.6K - $25.6K
|
10.3K
$242K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.23K- 33.56% |
$27.3K - $29.6K
|
2.43K
$57.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.26K- 10.66% |
$28.1K - $30.5K
|
10.6K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.33K- 7.91% |
$29.6K - $32.1K
|
15.5K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.42K- 32.49% |
$31.6K - $34.3K
|
2.96K
$69.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.49K- 2.17% |
$33K - $35.8K
|
67.1K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.58K- 12.27% |
$35.1K - $38K
|
11.3K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-1.72K- 10.29% |
$38.3K - $41.5K
|
15K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.82K- 8.66% |
$40.4K - $43.8K
|
19.1K
$452K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.82K- 15.01% |
$40.5K - $43.9K
|
10.3K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.86K- 5.64% |
$41.4K - $44.9K
|
31.1K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.04K- 13.11% |
$45.3K - $49.1K
|
13.5K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.15K- 5.64% |
$47.8K - $51.9K
|
36K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.2K- 80.18% |
$48.9K - $53K
|
543
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.23K- 1.43% |
$49.6K - $53.8K
|
153K
$3.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.31K- 99.96% |
$51.5K - $55.9K
|
1
$23.6
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.73K- 14.49% |
$60.8K - $66K
|
16.1K
$381K
|