Purchases and Sales Made in Q1 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.4K+ 46.21% |
$419K - $454K
|
58.1K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17.6K+ 140.27% |
$402K - $435K
|
30.2K
$713K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 30.27% |
$373K - $404K
|
70.4K
$1.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
15.8K+ 9.47% |
$360K - $390K
|
182K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
15.1KNew |
$344K - $372K
|
15.1K
$356K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
14.5K+ 7.15% |
$329K - $357K
|
217K
$5.11M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.4K+ 69.38% |
$305K - $331K
|
32.7K
$772K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13K+ 79.08% |
$296K - $320K
|
29.4K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12K+ 567.68% |
$273K - $295K
|
14.1K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
10.8K+ 7.42% |
$246K - $266K
|
156K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3K+ 7.15% |
$234K - $254K
|
154K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$234K - $253K
|
10.3K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10.2KNew |
$233K - $253K
|
10.2K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
10K+ 2.91% |
$228K - $247K
|
355K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.5KNew |
$217K - $235K
|
9.5K
$224K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9.41K+ 20.27% |
$214K - $232K
|
55.8K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.22K+ 24.53% |
$210K - $228K
|
46.8K
$1.1M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9KNew |
$205K - $222K
|
9K
$212K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.99KNew |
$205K - $222K
|
8.99K
$212K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
7.44K+ 6.42% |
$170K - $184K
|
123K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.25KNew |
$165K - $179K
|
7.25K
$171K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.11K+ 219.66% |
$162K - $175K
|
10.3K
$244K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.53K+ 85.88% |
$149K - $161K
|
14.1K
$334K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
6.41K+ 19.28% |
$146K - $158K
|
39.7K
$936K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5.59K+ 10.37% |
$127K - $138K
|
59.5K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.23K+ 7.75% |
$119K - $129K
|
72.7K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.02K+ 11.06% |
$114K - $124K
|
50.4K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.93K+ 51.0% |
$112K - $122K
|
14.6K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.89KNew |
$112K - $121K
|
4.89K
$115K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.81K+ 12.26% |
$110K - $119K
|
44K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.71K+ 5.57% |
$107K - $116K
|
89.3K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.7K+ 3.82% |
$107K - $116K
|
128K
$3.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.6K+ 9.01% |
$105K - $113K
|
55.6K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
4.56K+ 11.42% |
$104K - $113K
|
44.5K
$1.05M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.43KNew |
$101K - $109K
|
4.43K
$104K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.34K+ 0.44% |
$99K - $107K
|
1M
$23.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 60.27% |
$96.7K - $105K
|
11.3K
$266K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.77KNew |
$85.8K - $93K
|
3.77K
$88.9K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.56K+ 30.13% |
$81K - $87.8K
|
15.4K
$362K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.37K+ 3.36% |
$76.8K - $83.2K
|
104K
$2.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.18K+ 1.48% |
$72.5K - $78.5K
|
219K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 2.47% |
$72.2K - $78.2K
|
131K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.07K+ 8.29% |
$70K - $75.8K
|
40.1K
$946K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.88K+ 1.31% |
$65.6K - $71K
|
223K
$5.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
2.43K+ 2.3% |
$55.5K - $60.1K
|
108K
$2.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.28KNew |
$51.8K - $56.2K
|
2.28K
$53.7K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 8.28% |
$50.5K - $54.7K
|
28.9K
$683K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.96K+ 114.45% |
$44.8K - $48.5K
|
3.68K
$86.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.96K+ 2.25% |
$44.6K - $48.3K
|
88.8K
$2.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 1.25% |
$39.8K - $43.1K
|
141K
$3.32M
|