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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-411KClosed |
$10.3M - $11.4M
|
0
$0
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
50.1KNew |
$1.26M - $1.39M
|
50.1K
$1.17M
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-9.08K- 26.72% |
$228K - $252K
|
24.9K
$581K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
303New |
$7.61K - $8.41K
|
303
$7.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-194- 16.8% |
$4.87K - $5.39K
|
961
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-19.4K- 7.81% |
$488K - $539K
|
229K
$5.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-950- 5.05% |
$23.9K - $26.4K
|
17.9K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-742- 41.41% |
$18.6K - $20.6K
|
1.05K
$24.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.38KNew |
$185K - $205K
|
7.38K
$172K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.4K- 10.56% |
$338K - $373K
|
114K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
2.64K+ 1.9% |
$66.3K - $73.2K
|
141K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90New |
$2.26K - $2.5K
|
90
$2.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
792+ 7.1% |
$19.9K - $22K
|
12K
$279K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.77K+ 20.84% |
$44.4K - $49.1K
|
10.3K
$239K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
290New |
$7.28K - $8.05K
|
290
$6.77K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
15.6KNew |
$392K - $433K
|
15.6K
$364K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
179+ 2.16% |
$4.5K - $4.97K
|
8.47K
$198K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19K- 14.91% |
$478K - $529K
|
109K
$2.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.1K- 60.17% |
$504K - $557K
|
13.3K
$310K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
116New |
$2.91K - $3.22K
|
116
$2.71K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.63KNew |
$91.1K - $101K
|
3.63K
$84.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
- |
12KNew |
$301K - $333K
|
12K
$280K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-3.95K- 2.14% |
$99.1K - $110K
|
181K
$4.23M
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
699+ 0.45% |
$17.6K - $19.4K
|
156K
$3.64M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-397KClosed |
$9.98M - $11M
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-636KClosed |
$16M - $17.7M
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.65K- 16.01% |
$66.6K - $73.6K
|
13.9K
$325K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
90New |
$2.26K - $2.5K
|
90
$2.1K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-63.6KClosed |
$1.7M - $1.92M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.75KNew |
$207K - $234K
|
7.75K
$181K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7- 24.14% |
$187 - $212
|
22
$514
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-20.3KClosed |
$542K - $612K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.51K- 41.98% |
$201K - $227K
|
10.4K
$243K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-397- 4.66% |
$10.6K - $12K
|
8.12K
$190K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.1KClosed |
$296K - $334K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 48.57% |
$637K - $720K
|
25.2K
$589K
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-89K- 43.46% |
$2.38M - $2.69M
|
116K
$2.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
20KNew |
$535K - $604K
|
20K
$467K
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16.4KNew |
$438K - $494K
|
16.4K
$382K
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.44KClosed |
$253K - $285K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.87KClosed |
$210K - $238K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45.4KNew |
$1.21M - $1.37M
|
45.4K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-24.2KClosed |
$649K - $733K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-61KClosed |
$1.63M - $1.84M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-120KClosed |
$3.2M - $3.61M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.27KNew |
$114K - $129K
|
4.27K
$99.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-10.8K- 9.68% |
$290K - $327K
|
101K
$2.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.2KNew |
$272K - $307K
|
10.2K
$237K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.15K+ 25.05% |
$84.3K - $95.2K
|
15.7K
$367K
|
|