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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.7K- 12.2% |
$412K - $430K
|
128K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.9K- 25.06% |
$718K - $749K
|
92.4K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 19.0% |
$747K - $780K
|
137K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.4K- 2.53% |
$752K - $785K
|
1.25M
$31.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-41.6K- 32.65% |
$967K - $1.01M
|
85.9K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44.3K- 11.8% |
$1.03M - $1.07M
|
331K
$8.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44.7K- 29.2% |
$1.04M - $1.08M
|
108K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.6K- 28.86% |
$1.34M - $1.4M
|
142K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.7K- 3.74% |
$1.41M - $1.47M
|
1.56M
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-78.8K- 1.01% |
$1.83M - $1.91M
|
7.69M
$196M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.6K- 14.08% |
$1.85M - $1.93M
|
486K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-101K- 64.6% |
$2.33M - $2.44M
|
55.1K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-105K- 71.41% |
$2.43M - $2.54M
|
41.8K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-116K- 58.96% |
$2.68M - $2.8M
|
80.4K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 23.1% |
$3.28M - $3.43M
|
471K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-174K- 23.77% |
$4.04M - $4.21M
|
557K
$14.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-189K- 81.12% |
$4.39M - $4.58M
|
44K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.6% |
$7.42M - $7.75M
|
266K
$6.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-469K- 17.01% |
$10.9M - $11.4M
|
2.29M
$58.5M
|