Latest Institutional Transactions on First Trust Global Tactical CO (FTGC)
This table provides information on the latest institutional transactions involving First Trust Global Tactical CO (FTGC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103- 0.75% |
$2.25K - $2.49K
|
13.7K
$353K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-150- 1.06% |
$3.28K - $3.62K
|
14K
$360K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.96K+ 2.74% |
$64.8K - $71.6K
|
111K
$2.87M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
290New |
$6.61K - $7.16K
|
290
$7.48K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.43KNew |
$101K - $109K
|
4.43K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.6KClosed |
$265K - $287K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-16.6K- 19.68% |
$379K - $411K
|
67.9K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$234K - $253K
|
10.3K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.62K- 8.56% |
$197K - $213K
|
92.1K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-109K- 85.01% |
$2.49M - $2.69M
|
19.2K
$496K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
520New |
$11.9K - $12.8K
|
520
$13.4K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
102K+ 70.39% |
$2.33M - $2.52M
|
247K
$6.38M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$30.6K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
300+ 3.04% |
$6.84K - $7.41K
|
10.2K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82New |
$1.87K - $2.02K
|
82
$2.12K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$30.6K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
251New |
$5.72K - $6.2K
|
251
$6.48K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 9.01% |
$105K - $113K
|
55.6K
$1.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.2KNew |
$233K - $253K
|
10.2K
$264K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-67.4K- 71.76% |
$1.53M - $1.66M
|
26.5K
$684K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.9KClosed |
$272K - $294K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
29.1K+ 13.91% |
$663K - $718K
|
238K
$6.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
104New |
$2.37K - $2.57K
|
104
$2.68K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.07K+ 3.44% |
$24.4K - $26.4K
|
32.2K
$830K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-19.9K- 49.55% |
$453K - $491K
|
20.3K
$523K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.96K+ 2.25% |
$44.6K - $48.3K
|
88.8K
$2.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-101K- 88.91% |
$2.3M - $2.49M
|
12.6K
$325K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
23.6K+ 11.45% |
$537K - $582K
|
229K
$5.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23.5K- 48.35% |
$536K - $581K
|
25.1K
$648K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
620New |
$14.1K - $15.3K
|
620
$16K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$5.52K - $5.97K
|
242
$6.24K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$68.4 - $74.1
|
17.3K
$446K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
445+ 4.59% |
$10.1K - $11K
|
10.1K
$262K
|
|
| Q4 2022 | |||||||
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13.9KNew |
$330K - $381K
|
13.9K
$360K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
44.6KNew |
$1.05M - $1.22M
|
44.6K
$1.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.12KNew |
$26.5K - $30.6K
|
1.12K
$28.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
25.7K+ 1701.39% |
$608K - $703K
|
27.2K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-667- 73.54% |
$15.8K - $18.3K
|
240
$6.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
4.88K+ 37.79% |
$116K - $134K
|
17.8K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-91.8K- 58.57% |
$2.17M - $2.51M
|
64.9K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-188K- 41.21% |
$4.45M - $5.14M
|
268K
$6.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$59.2K - $68.4K
|
2.5K
$64.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
3.1KNew |
$73.4K - $84.8K
|
3.1K
$80K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
211New |
$4.99K - $5.78K
|
211
$5.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5.37K- 2.56% |
$127K - $147K
|
205K
$5.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.47K- 8.62% |
$200K - $232K
|
89.8K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-10.2K- 28.8% |
$242K - $280K
|
25.3K
$652K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
235+ 51.09% |
$5.56K - $6.43K
|
695
$17.9K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 35.84% |
$508K - $588K
|
38.4K
$991K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.92K- 13.58% |
$45.4K - $52.5K
|
12.2K
$315K
|
|