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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.5K- 63.59% |
$368K - $395K
|
9.46K
$244K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-225- 12.5% |
$5.02K - $5.38K
|
1.58K
$40.6K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-143- 17.29% |
$3.19K - $3.42K
|
684
$17.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
192K+ 222.81% |
$4.28M - $4.58M
|
278K
$7.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-95K- 29.45% |
$2.12M - $2.27M
|
228K
$5.87M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-300- 15.86% |
$6.69K - $7.17K
|
1.59K
$41K
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.54K- 6.56% |
$34.4K - $36.9K
|
22K
$568K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
32+ 2.21% |
$713 - $764
|
1.48K
$38.1K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9New |
$201 - $215
|
9
$232
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.27% |
$25.4K - $27.3K
|
8.98K
$232K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.29KNew |
$51.1K - $54.8K
|
2.29K
$59.1K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-28.2K- 50.24% |
$628K - $674K
|
27.9K
$720K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.48K- 13.22% |
$32.9K - $35.3K
|
9.69K
$250K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.8K- 12.0% |
$40.1K - $43K
|
13.2K
$340K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
96New |
$2.14K - $2.29K
|
96
$2.48K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
216New |
$4.81K - $5.16K
|
216
$5.57K
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-185K- 93.74% |
$4.12M - $4.42M
|
12.3K
$319K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
133New |
$2.96K - $3.18K
|
133
$3.43K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.44K- 30.36% |
$144K - $154K
|
14.8K
$381K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-12.7K- 43.77% |
$283K - $304K
|
16.3K
$421K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
27.5K+ 17.45% |
$613K - $657K
|
185K
$4.77M
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
3.26KNew |
$72.6K - $77.8K
|
3.26K
$84K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
900New |
$20.1K - $21.5K
|
900
$23.2K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.8K+ 10.12% |
$218K - $234K
|
107K
$2.75M
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
137New |
$3.05K - $3.31K
|
137
$3.53K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11+ 50.0% |
$245 - $266
|
33
$851
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-300Closed |
$6.68K - $7.24K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
128+ 1.06% |
$2.85K - $3.09K
|
12.2K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$66.8 - $72.4
|
3
$77.4
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.04K- 13.11% |
$45.3K - $49.1K
|
13.5K
$348K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-125- 6.51% |
$2.78K - $3.02K
|
1.8K
$46.3K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.57K+ 2.48% |
$57.1K - $61.9K
|
106K
$2.74M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.16K- 10.97% |
$70.3K - $76.3K
|
25.6K
$662K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.08M- 91.41% |
$24.1M - $26.1M
|
102K
$2.63M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
42.4KNew |
$943K - $1.02M
|
42.4K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.2K- 80.18% |
$48.9K - $53K
|
543
$14K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-101- 0.95% |
$2.25K - $2.44K
|
10.5K
$271K
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-17K- 19.75% |
$377K - $409K
|
68.9K
$1.78M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
883New |
$19.6K - $21.3K
|
883
$22.8K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-752- 42.32% |
$16.7K - $18.2K
|
1.03K
$26.4K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
583New |
$13K - $14.1K
|
583
$15K
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.31K- 99.96% |
$51.5K - $55.9K
|
1
$25.8
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
60New |
$1.34K - $1.45K
|
60
$1.55K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.82K- 15.01% |
$40.5K - $43.9K
|
10.3K
$266K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-29.3K- 22.66% |
$651K - $707K
|
99.9K
$2.58M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
45New |
$1K - $1.09K
|
45
$1.16K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
528New |
$11.7K - $12.7K
|
528
$13.6K
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.5K- 28.48% |
$100K - $109K
|
11.3K
$292K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.72K- 24.11% |
$62.1K - $68K
|
8.55K
$221K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
$6.75K - $7.38K
|
295
$7.61K
|