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 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-13.8K- 33.49% |
$301K - $333K
|
27.3K
$639K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
187New |
$4.09K - $4.52K
|
187
$4.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
390New |
$8.53K - $9.42K
|
390
$9.11K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23.3K- 64.89% |
$509K - $562K
|
12.6K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 47.73% |
$247K - $273K
|
12.4K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.98KNew |
$43.4K - $47.9K
|
1.98K
$46.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.23K- 25.8% |
$70.6K - $78K
|
9.28K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.3K- 78.18% |
$1.54M - $1.7M
|
19.6K
$458K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
90.9KNew |
$1.99M - $2.2M
|
90.9K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-991- 7.02% |
$21.7K - $23.9K
|
13.1K
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$237K - $262K
|
10.8K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-83.4K- 49.29% |
$1.83M - $2.02M
|
85.9K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.96% |
$131 - $145
|
632
$14.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-252K- 96.34% |
$5.52M - $6.1M
|
9.6K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.46KNew |
$207K - $229K
|
9.46K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$28.3K - $31.3K
|
1.3K
$30.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 20.0% |
$54.7K - $60.4K
|
10K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-270- 2.76% |
$5.9K - $6.52K
|
9.52K
$222K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-598- 5.69% |
$13.1K - $14.4K
|
9.92K
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-119- 18.98% |
$2.6K - $2.88K
|
508
$11.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60New |
$1.31K - $1.45K
|
60
$1.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
954New |
$20.9K - $23K
|
954
$22.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-662- 5.93% |
$14.5K - $16K
|
10.5K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
35+ 0.34% |
$765 - $846
|
10.4K
$244K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103- 0.75% |
$2.25K - $2.49K
|
13.7K
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-150- 1.06% |
$3.28K - $3.62K
|
14K
$326K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.96K+ 2.74% |
$64.8K - $71.6K
|
111K
$2.6M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
290New |
$6.61K - $7.16K
|
290
$6.77K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.12K- 8.46% |
$48.2K - $52.2K
|
22.9K
$535K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.43KNew |
$101K - $109K
|
4.43K
$103K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 1.4% |
$3.69K - $4K
|
11.4K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$234K - $253K
|
10.3K
$240K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-16.6K- 19.68% |
$379K - $411K
|
67.9K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.6KClosed |
$265K - $287K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
62.4KNew |
$1.42M - $1.54M
|
62.4K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.62K- 8.56% |
$197K - $213K
|
92.1K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-109K- 85.01% |
$2.49M - $2.69M
|
19.2K
$449K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
520New |
$11.9K - $12.8K
|
520
$12.1K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$27.7K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
102K+ 70.39% |
$2.33M - $2.52M
|
247K
$5.77M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82New |
$1.87K - $2.02K
|
82
$1.92K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
300+ 3.04% |
$6.84K - $7.41K
|
10.2K
$238K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$27.7K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
251New |
$5.72K - $6.2K
|
251
$5.86K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.2KNew |
$233K - $253K
|
10.2K
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 9.01% |
$105K - $113K
|
55.6K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-67.4K- 71.76% |
$1.53M - $1.66M
|
26.5K
$619K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-11.9KClosed |
$272K - $294K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
104New |
$2.37K - $2.57K
|
104
$2.43K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
29.1K+ 13.91% |
$663K - $718K
|
238K
$5.56M
|
|