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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-130- 10.79% |
$2.96K - $3.21K
|
1.08K
$25.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-132- 5.61% |
$3.01K - $3.26K
|
2.22K
$52.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-162- 1.4% |
$3.69K - $4K
|
11.4K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-244- 49.39% |
$5.56K - $6.02K
|
250
$5.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-554- 65.64% |
$12.6K - $13.7K
|
290
$6.84K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-565- 0.57% |
$12.9K - $13.9K
|
99.1K
$2.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-592- 11.12% |
$13.5K - $14.6K
|
4.73K
$112K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-626- 99.84% |
$14.3K - $15.5K
|
1
$23.6
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-766- 0.45% |
$17.5K - $18.9K
|
170K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-849- 2.33% |
$19.3K - $21K
|
35.6K
$841K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-959- 4.66% |
$21.9K - $23.7K
|
19.6K
$463K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 8.99% |
$25.4K - $27.5K
|
11.3K
$266K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.12KClosed |
$25.5K - $27.6K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.15K- 2.44% |
$26.2K - $28.3K
|
45.8K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.27K- 7.63% |
$29K - $31.5K
|
15.4K
$364K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.32K- 10.53% |
$30.2K - $32.7K
|
11.2K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.43K- 47.34% |
$32.6K - $35.3K
|
1.59K
$37.5K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.48K- 0.94% |
$33.8K - $36.6K
|
157K
$3.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.58K- 4.75% |
$35.9K - $38.9K
|
31.5K
$745K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.91K- 17.48% |
$43.4K - $47.1K
|
9K
$212K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 3.19% |
$44K - $47.7K
|
58.5K
$1.38M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.12K- 8.46% |
$48.2K - $52.2K
|
22.9K
$540K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.31K- 4.0% |
$52.7K - $57.1K
|
55.6K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.41K- 4.9% |
$55K - $59.6K
|
46.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.43K- 16.03% |
$55.4K - $60K
|
12.7K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.25K- 24.9% |
$74K - $80.1K
|
9.79K
$231K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.32K- 20.96% |
$75.6K - $81.9K
|
12.5K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.4K- 20.2% |
$77.6K - $84K
|
13.4K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.61K- 48.94% |
$82.3K - $89.2K
|
3.77K
$89K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 4.16% |
$89K - $96.4K
|
89.9K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.02K- 10.04% |
$91.5K - $99.2K
|
36K
$850K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.03K- 32.86% |
$91.8K - $99.5K
|
8.24K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.24K- 5.67% |
$96.5K - $105K
|
70.5K
$1.66M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.39K- 7.87% |
$100K - $108K
|
51.3K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-4.55K- 4.45% |
$104K - $112K
|
97.6K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.88K- 18.09% |
$111K - $121K
|
22.1K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.21K- 18.07% |
$119K - $129K
|
23.6K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.23K- 17.01% |
$119K - $129K
|
25.5K
$602K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.28K- 10.49% |
$120K - $130K
|
45.1K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.56K- 19.03% |
$127K - $137K
|
23.7K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.18K- 9.63% |
$141K - $153K
|
58K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.34K- 3.61% |
$145K - $157K
|
169K
$4M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.94K- 69.1% |
$158K - $171K
|
3.11K
$73.3K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.37K- 7.61% |
$168K - $182K
|
89.5K
$2.11M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-7.41K- 41.58% |
$169K - $183K
|
10.4K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-7.5K- 37.5% |
$171K - $185K
|
12.5K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.93K- 17.23% |
$181K - $196K
|
38.1K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.99K- 20.02% |
$182K - $197K
|
31.9K
$753K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-8.1K- 18.43% |
$185K - $200K
|
35.9K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.3K- 18.7% |
$189K - $205K
|
36.1K
$852K
|