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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-650Closed |
$14.9K - $16.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$346K - $388K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-100Closed |
$2.3K - $2.58K
|
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
|
|
|
Jul 22, 2021
Q2 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
13KNew |
$272K - $311K
|
13K
$321K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
67.1KNew |
$1.4M - $1.61M
|
67.1K
$1.66M
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-550Closed |
$10.6K - $12.5K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-544Closed |
$8.51K - $9.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-185Closed |
$2.6K - $2.89K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1Closed |
$14 - $15.6
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-190KClosed |
$2.61M - $3.61M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.8KClosed |
$189K - $262K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Lake Street Financial LLC
|
SELL
|
- |
-17.4KClosed |
$239K - $330K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-72.3KClosed |
$1.31M - $1.38M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-320Closed |
$5.8K - $6.09K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Arden Trust CO
|
SELL
|
- |
-11.3KClosed |
$204K - $214K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-72.3KClosed |
$1.28M - $1.36M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-32.2KClosed |
$569K - $605K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-138Closed |
$2.46K - $2.64K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250Closed |
$4.46K - $4.79K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-59KClosed |
$1.05M - $1.13M
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.94KClosed |
$88.1K - $94.6K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.94KClosed |
$88.8K - $93.8K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$21.9K - $23.2K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-641Closed |
$11.5K - $12.2K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$204K - $215K
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-107KClosed |
$1.93M - $2.04M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
87New |
$1.56K - $1.76K
|
87
$2.15K
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-13.3KClosed |
$239K - $270K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-50Closed |
$897 - $1.01K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Adviser Investments LLC
|
SELL
|
- |
-166KClosed |
$2.98M - $3.36M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Dec 06, 2018
Q3 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-667Closed |
$12.8K - $13.7K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.37KClosed |
$171K - $182K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.6KClosed |
$258K - $274K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-19.8KClosed |
$405K - $431K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.11KClosed |
$22.5K - $23.6K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.03KClosed |
$20.7K - $21.8K
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$205K - $216K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
750+ 80.39% |
$15.2K - $15.9K
|
1.68K
$41.6K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-86K- 99.99% |
$1.71M - $1.81M
|
10
$247
|
|