Purchases and Sales Made in Q1 2022 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST GLOBAL TACTICAL CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.2K- 8.09% |
$50.8K - $69.2K
|
25K
$592K
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.16K- 6.29% |
$73K - $99.4K
|
47K
$1.11M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.54K- 3.57% |
$81.8K - $111K
|
95.6K
$2.27M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.55K- 23.67% |
$82K - $112K
|
11.5K
$271K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.92K- 2.69% |
$90.5K - $123K
|
142K
$3.36M
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.94K- 11.95% |
$91K - $124K
|
29K
$688K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.04KClosed |
$93.4K - $127K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.27KClosed |
$98.6K - $134K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-6.36K- 33.82% |
$147K - $200K
|
12.4K
$295K
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7K- 23.75% |
$162K - $220K
|
22.5K
$532K
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7.13K- 10.59% |
$165K - $224K
|
60.2K
$1.43M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.16K- 6.78% |
$166K - $225K
|
98.4K
$2.33M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.28K- 5.39% |
$168K - $229K
|
128K
$3.02M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.78K- 2.96% |
$180K - $245K
|
255K
$6.04M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8.36K- 6.79% |
$193K - $263K
|
115K
$2.72M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.46K- 5.23% |
$196K - $266K
|
153K
$3.63M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8.73K- 34.52% |
$202K - $274K
|
16.6K
$392K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.1KClosed |
$234K - $318K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10.4K- 25.23% |
$241K - $327K
|
30.8K
$731K
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-12.2KClosed |
$281K - $383K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-12.3KClosed |
$285K - $388K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.4K- 14.88% |
$285K - $389K
|
70.7K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.4KClosed |
$286K - $389K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.9K- 20.41% |
$322K - $438K
|
54.3K
$1.29M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-14.4K- 20.9% |
$332K - $452K
|
54.3K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-16.8K- 15.6% |
$388K - $529K
|
90.9K
$2.15M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-18.4KClosed |
$425K - $578K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-21.2K- 5.55% |
$489K - $666K
|
360K
$8.52M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.6K- 8.71% |
$798K - $1.09M
|
362K
$8.57M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.6K- 8.71% |
$798K - $1.09M
|
362K
$8.57M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-36.4K- 17.97% |
$840K - $1.14M
|
166K
$3.93M
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-48.2K- 13.13% |
$1.11M - $1.52M
|
319K
$7.55M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-62K- 72.02% |
$1.43M - $1.95M
|
24.1K
$570K
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-67.5K- 36.07% |
$1.56M - $2.13M
|
120K
$2.84M
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-69.9K- 18.87% |
$1.61M - $2.2M
|
300K
$7.11M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-111K- 71.48% |
$2.57M - $3.5M
|
44.4K
$1.05M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-150K- 25.11% |
$3.48M - $4.73M
|
448K
$10.6M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-157K- 69.97% |
$3.62M - $4.93M
|
67.2K
$1.59M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-166K- 32.05% |
$3.85M - $5.24M
|
353K
$8.36M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-362K- 96.48% |
$8.37M - $11.4M
|
13.2K
$313K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-485KClosed |
$11.2M - $15.3M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-615K- 26.21% |
$14.2M - $19.3M
|
1.73M
$41M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-648K- 97.8% |
$15M - $20.4M
|
14.6K
$346K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.83M- 8.18% |
$42.3M - $57.6M
|
20.6M
$487M
|