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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-22.5KClosed |
$601K - $679K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
15K+ 30.0% |
$401K - $453K
|
65K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20.9K+ 4.67% |
$560K - $633K
|
469K
$11M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.93K+ 0.53% |
$51.5K - $58.2K
|
365K
$8.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-4.2K- 16.63% |
$112K - $127K
|
21K
$491K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
41New |
$1.1K - $1.24K
|
41
$958
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
143New |
$3.83K - $4.32K
|
143
$3.34K
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-79.2KClosed |
$2.12M - $2.39M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
410New |
$11K - $12.4K
|
410
$9.58K
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
61.3KNew |
$1.64M - $1.85M
|
61.3K
$1.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
164KNew |
$4.4M - $4.97M
|
164K
$3.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
272K+ 404.08% |
$7.27M - $8.21M
|
339K
$7.92M
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
385K+ 67.35% |
$10.3M - $11.6M
|
956K
$22.3M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-26.3K- 33.43% |
$703K - $794K
|
52.3K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-151KClosed |
$4.05M - $4.57M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
113New |
$3.02K - $3.41K
|
113
$2.64K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
4.75K+ 4.95% |
$127K - $143K
|
101K
$2.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-124K- 86.95% |
$3.32M - $3.75M
|
18.6K
$435K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.47K+ 5.24% |
$66.1K - $74.7K
|
49.6K
$1.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
54New |
$1.45K - $1.63K
|
54
$1.26K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.99K+ 20.94% |
$160K - $181K
|
34.6K
$808K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.94K+ 2.5% |
$51.8K - $58.5K
|
79.5K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-12.4KClosed |
$333K - $376K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6+ 0.01% |
$161 - $181
|
54.3K
$1.27M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-10.6KClosed |
$284K - $320K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
506New |
$13.5K - $15.3K
|
506
$11.8K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.4KNew |
$587K - $800K
|
25.4K
$594K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-150Closed |
$3.47K - $4.72K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.4KClosed |
$286K - $389K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
363KNew |
$8.39M - $11.4M
|
363K
$8.48M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
12.5KNew |
$289K - $393K
|
12.5K
$292K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 199.3% |
$26.4K - $36K
|
1.72K
$40.1K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.56KNew |
$175K - $238K
|
7.56K
$177K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
84.6KNew |
$1.95M - $2.66M
|
84.6K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.85KClosed |
$42.6K - $58K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-23Closed |
$532 - $724
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.6KNew |
$129K - $176K
|
5.6K
$131K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-842Closed |
$19.5K - $26.5K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
42.1KNew |
$973K - $1.33M
|
42.1K
$984K
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-650Closed |
$14.9K - $16.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100Closed |
$2.3K - $2.58K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$346K - $388K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.14KClosed |
$208K - $222K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-500Closed |
$11.4K - $12.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30.8KClosed |
$700K - $748K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-280Closed |
$5.86K - $6.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-124KClosed |
$2.6M - $2.98M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$20.9K - $23.9K
|
0
$0
|
|