Purchases and Sales Made in Q4 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 2024. 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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.33M+ 6.72% |
$54M - $56.4M
|
36.9M
$944M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
787KNew |
$18.3M - $19.1M
|
787K
$20.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
360K+ 3947.79% |
$8.37M - $8.74M
|
370K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
301KNew |
$6.98M - $7.29M
|
301K
$7.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
224K+ 2537.06% |
$5.21M - $5.44M
|
233K
$5.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
170KNew |
$3.95M - $4.12M
|
170K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
155K+ 82.58% |
$3.61M - $3.77M
|
344K
$8.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
139KNew |
$3.23M - $3.37M
|
139K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
133KNew |
$3.09M - $3.22M
|
133K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
127KNew |
$2.96M - $3.09M
|
127K
$3.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
104KNew |
$2.4M - $2.51M
|
104K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97.1KNew |
$2.26M - $2.35M
|
97.1K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.8K+ 59.61% |
$1.83M - $1.91M
|
211K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72.1K+ 276.29% |
$1.67M - $1.75M
|
98.2K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68K+ 16.29% |
$1.58M - $1.65M
|
485K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
66.3K+ 3.49% |
$1.54M - $1.61M
|
1.96M
$50.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63.1K+ 14.05% |
$1.47M - $1.53M
|
512K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.1K+ 12.79% |
$1.28M - $1.34M
|
486K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.1K+ 100.51% |
$1.05M - $1.09M
|
89.9K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.6K+ 56.87% |
$1.01M - $1.06M
|
120K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
43.6KNew |
$1.01M - $1.06M
|
43.6K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
39.9K+ 55.33% |
$926K - $967K
|
112K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.6K+ 329.83% |
$827K - $863K
|
46.4K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 17.53% |
$802K - $837K
|
231K
$5.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
33.6KNew |
$782K - $816K
|
33.6K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.1K+ 4.05% |
$769K - $802K
|
851K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.3K+ 13.36% |
$728K - $760K
|
266K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.6K+ 14.2% |
$665K - $694K
|
230K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
27.3KNew |
$634K - $662K
|
27.3K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
27KNew |
$627K - $655K
|
27K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
25.6KNew |
$595K - $621K
|
25.6K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 3.41% |
$581K - $606K
|
758K
$19.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.3K+ 11.73% |
$563K - $588K
|
231K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
23.4KNew |
$545K - $568K
|
23.4K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.1K+ 4.66% |
$536K - $559K
|
518K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21.4K+ 58.54% |
$497K - $519K
|
57.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.1KNew |
$445K - $464K
|
19.1K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
15.1KNew |
$350K - $365K
|
15.1K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.15% |
$339K - $354K
|
366K
$9.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2KNew |
$330K - $345K
|
14.2K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
13.8KNew |
$321K - $335K
|
13.8K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$319K - $333K
|
13.7K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.2KNew |
$307K - $320K
|
13.2K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$281K - $293K
|
12.1K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.5KNew |
$267K - $279K
|
11.5K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.9KNew |
$252K - $263K
|
10.9K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10K+ 8.91% |
$233K - $243K
|
123K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.58K+ 1.9% |
$223K - $232K
|
513K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.17K+ 3.69% |
$213K - $222K
|
258K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
8.2K+ 7.01% |
$190K - $199K
|
125K
$3.19M
|