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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-568- 5.01% |
$13K - $14.2K
|
10.8K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.46K- 12.0% |
$33.3K - $36.5K
|
10.7K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 9.54% |
$243K - $266K
|
122K
$3.01M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.88K- 50.04% |
$203K - $222K
|
8.86K
$219K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.13K- 51.0% |
$117K - $128K
|
4.93K
$122K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 33.33% |
$22.9K - $25K
|
2K
$49.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.31K+ 1.84% |
$98.5K - $108K
|
238K
$5.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.1KNew |
$230K - $252K
|
10.1K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
94New |
$2.15K - $2.35K
|
94
$2.32K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.7KNew |
$199K - $218K
|
8.7K
$215K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.52K- 14.05% |
$57.6K - $63.1K
|
15.4K
$381K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.34K- 29.71% |
$99.2K - $109K
|
10.3K
$253K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-209- 67.64% |
$4.78K - $5.23K
|
100
$2.47K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.77K- 5.86% |
$155K - $169K
|
109K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-614- 5.76% |
$14K - $15.4K
|
10K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.83% |
$229 - $250
|
1.21K
$29.9K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.11K+ 12.34% |
$24.3K - $26.8K
|
10.1K
$250K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-400Closed |
$8.75K - $9.66K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-157K- 56.95% |
$3.43M - $3.79M
|
118K
$2.92M
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-13.8K- 33.49% |
$301K - $333K
|
27.3K
$675K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
187New |
$4.09K - $4.52K
|
187
$4.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
390New |
$8.53K - $9.42K
|
390
$9.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-23.3K- 64.89% |
$509K - $562K
|
12.6K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.98KNew |
$43.4K - $47.9K
|
1.98K
$49K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.23K- 25.8% |
$70.6K - $78K
|
9.28K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 47.73% |
$247K - $273K
|
12.4K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.3K- 78.18% |
$1.54M - $1.7M
|
19.6K
$484K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-991- 7.02% |
$21.7K - $23.9K
|
13.1K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
90.9KNew |
$1.99M - $2.2M
|
90.9K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-83.4K- 49.29% |
$1.83M - $2.02M
|
85.9K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$237K - $262K
|
10.8K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.96% |
$131 - $145
|
632
$15.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.46KNew |
$207K - $229K
|
9.46K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$28.3K - $31.3K
|
1.3K
$32K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 20.0% |
$54.7K - $60.4K
|
10K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-270- 2.76% |
$5.9K - $6.52K
|
9.52K
$235K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-119- 18.98% |
$2.6K - $2.88K
|
508
$12.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-598- 5.69% |
$13.1K - $14.4K
|
9.92K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
60New |
$1.31K - $1.45K
|
60
$1.48K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-662- 5.93% |
$14.5K - $16K
|
10.5K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
35+ 0.34% |
$765 - $846
|
10.4K
$258K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-103- 0.75% |
$2.25K - $2.49K
|
13.7K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-150- 1.06% |
$3.28K - $3.62K
|
14K
$344K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.96K+ 2.74% |
$64.8K - $71.6K
|
111K
$2.75M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
290New |
$6.61K - $7.16K
|
290
$7.16K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.43KNew |
$101K - $109K
|
4.43K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$234K - $253K
|
10.3K
$253K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-16.6K- 19.68% |
$379K - $411K
|
67.9K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.6KClosed |
$265K - $287K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.62K- 8.56% |
$197K - $213K
|
92.1K
$2.27M
|
|