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
|
Values First Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$38K - $41.2K
|
1.67K
$39.4K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.48K+ 1.1% |
$33.7K - $36.5K
|
136K
$3.21M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.47K+ 11.64% |
$33.5K - $36.3K
|
14.1K
$333K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 0.49% |
$29.8K - $32.3K
|
268K
$6.33M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 0.57% |
$29.6K - $32.1K
|
227K
$5.36M
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.3K+ 7.31% |
$29.5K - $32K
|
19K
$449K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.27K+ 0.59% |
$28.9K - $31.3K
|
217K
$5.11M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$28K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.19KNew |
$27K - $29.3K
|
1.19K
$28K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.18KNew |
$26.8K - $29.1K
|
1.18K
$27.8K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.17K+ 1.7% |
$26.7K - $28.9K
|
70.1K
$1.65M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.07K+ 3.44% |
$24.4K - $26.4K
|
32.2K
$759K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.05KNew |
$23.8K - $25.8K
|
1.05K
$24.7K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
856+ 2.38% |
$19.5K - $21.1K
|
36.8K
$868K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
749+ 5.39% |
$17.1K - $18.5K
|
14.7K
$346K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
711+ 5.42% |
$16.2K - $17.6K
|
13.8K
$326K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
620New |
$14.1K - $15.3K
|
620
$14.6K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
520New |
$11.9K - $12.8K
|
520
$12.3K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
507+ 50700.0% |
$11.6K - $12.5K
|
508
$12K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
445+ 4.59% |
$10.1K - $11K
|
10.1K
$239K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
365New |
$8.32K - $9.01K
|
365
$8.61K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
352+ 0.18% |
$8.02K - $8.69K
|
199K
$4.69M
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
300+ 3.04% |
$6.84K - $7.41K
|
10.2K
$240K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
290New |
$6.61K - $7.16K
|
290
$6.84K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
270+ 0.5% |
$6.15K - $6.67K
|
54.8K
$1.29M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
260New |
$5.93K - $6.42K
|
260
$6.14K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
251New |
$5.72K - $6.2K
|
251
$5.92K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$5.52K - $5.97K
|
242
$5.71K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
227+ 2.2% |
$5.17K - $5.6K
|
10.5K
$248K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
212New |
$4.83K - $5.23K
|
212
$5K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
200New |
$4.56K - $4.94K
|
200
$4.72K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
172+ 0.17% |
$3.92K - $4.25K
|
99.4K
$2.34M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
162+ 1.47% |
$3.69K - $4K
|
11.2K
$263K
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
104New |
$2.37K - $2.57K
|
104
$2.45K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100+ 0.97% |
$2.28K - $2.47K
|
10.4K
$246K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
82New |
$1.87K - $2.02K
|
82
$1.94K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
64+ 0.28% |
$1.46K - $1.58K
|
23K
$542K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 5.34% |
$1.03K - $1.11K
|
888
$21K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
42+ 0.3% |
$957 - $1.04K
|
14.1K
$333K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
36New |
$820 - $889
|
36
$850
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 1.28% |
$684 - $741
|
2.37K
$55.8K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 34.92% |
$501 - $543
|
85
$2.01K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
4+ 9.3% |
$91.2 - $98.8
|
47
$1.11K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$68.4 - $74.1
|
17.3K
$408K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- -0.0% |
$68.4 - $74.1
|
67.8K
$1.6M
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-21- 0.02% |
$479 - $518
|
97.6K
$2.3M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.44% |
$820 - $889
|
626
$14.8K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-42- 0.22% |
$957 - $1.04K
|
18.7K
$442K
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-79- 0.86% |
$1.8K - $1.95K
|
9.13K
$215K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-82- 1.72% |
$1.87K - $2.02K
|
4.68K
$111K
|