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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.85K- 7.66% |
$63.3K - $68.7K
|
34.3K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.86K- 28.86% |
$63.5K - $68.9K
|
7.04K
$166K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3K- 2.9% |
$66.7K - $72.3K
|
100K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.03K- 3.74% |
$67.4K - $73.1K
|
77.9K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.09K- 17.15% |
$68.8K - $74.6K
|
14.9K
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.16K- 10.97% |
$70.3K - $76.3K
|
25.6K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.31K- 16.83% |
$73.5K - $79.8K
|
16.3K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.44K- 3.53% |
$76.5K - $83K
|
94.1K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.54K- 2.83% |
$78.7K - $85.4K
|
122K
$2.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.75K- 7.25% |
$83.4K - $90.5K
|
47.9K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.11K- 8.58% |
$91.5K - $99.3K
|
43.8K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 3.71% |
$93.9K - $102K
|
109K
$2.58M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.3K- 28.71% |
$95.6K - $104K
|
10.7K
$252K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.5K- 28.48% |
$100K - $109K
|
11.3K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.63K- 13.45% |
$103K - $112K
|
29.8K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.92K- 15.91% |
$109K - $119K
|
26K
$613K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.98K- 5.2% |
$111K - $120K
|
90.7K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.42K- 59.85% |
$143K - $155K
|
4.31K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.44K- 17.49% |
$143K - $155K
|
30.4K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.8K- 2.88% |
$151K - $164K
|
230K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.93K- 21.35% |
$154K - $167K
|
25.5K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.04K- 8.33% |
$157K - $170K
|
77.5K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.22K- 27.88% |
$161K - $174K
|
18.7K
$441K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7.3K- 5.27% |
$162K - $176K
|
131K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7.59K- 11.7% |
$169K - $183K
|
57.3K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.86K- 4.79% |
$175K - $190K
|
156K
$3.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.87K- 30.98% |
$175K - $190K
|
17.5K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-7.94K- 2.97% |
$177K - $192K
|
259K
$6.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.37K- 6.59% |
$186K - $202K
|
119K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.47K- 30.98% |
$188K - $204K
|
18.9K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.35K- 15.5% |
$208K - $226K
|
51K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.94K- 22.62% |
$221K - $240K
|
34K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.98K- 20.3% |
$222K - $241K
|
39.2K
$925K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.1K- 14.29% |
$226K - $245K
|
60.8K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10.9K- 20.49% |
$243K - $264K
|
42.4K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-11K- 27.39% |
$244K - $264K
|
29K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-11K- 4.29% |
$244K - $264K
|
244K
$5.76M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 5.86% |
$249K - $270K
|
180K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.1K- 3.79% |
$269K - $292K
|
307K
$7.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.3K- 8.73% |
$273K - $296K
|
128K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-12.9K- 52.84% |
$287K - $311K
|
11.5K
$272K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.6K- 12.66% |
$302K - $328K
|
93.8K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.3K- 15.82% |
$340K - $369K
|
81.4K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.9K- 15.53% |
$353K - $383K
|
86.3K
$2.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-16K- 33.56% |
$356K - $386K
|
31.7K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.2K- 48.57% |
$360K - $391K
|
17.2K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-17K- 19.75% |
$377K - $409K
|
68.9K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-17.1K- 23.26% |
$382K - $414K
|
56.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 20.61% |
$407K - $441K
|
70.4K
$1.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.3K- 10.79% |
$429K - $465K
|
159K
$3.76M
|