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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-89.1K- 27.47% |
$2.03M - $2.2M
|
235K
$5.56M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-90.6K- 18.93% |
$2.07M - $2.24M
|
388K
$9.16M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-93.6K- 69.16% |
$2.13M - $2.31M
|
41.7K
$985K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-100K- 32.44% |
$2.29M - $2.48M
|
209K
$4.93M
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-101K- 88.91% |
$2.3M - $2.49M
|
12.6K
$297K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-102K- 18.28% |
$2.32M - $2.51M
|
455K
$10.7M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-109K- 85.01% |
$2.49M - $2.69M
|
19.2K
$454K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-124K- 12.98% |
$2.82M - $3.06M
|
830K
$19.6M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127K- 33.45% |
$2.9M - $3.15M
|
254K
$5.99M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-148K- 61.19% |
$3.37M - $3.65M
|
93.9K
$2.22M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160K- 10.2% |
$3.65M - $3.95M
|
1.41M
$33.2M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-178K- 50.01% |
$4.06M - $4.4M
|
178K
$4.2M
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-205K- 83.27% |
$4.66M - $5.05M
|
41.1K
$970K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-208K- 18.53% |
$4.74M - $5.14M
|
915K
$21.6M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-258K- 64.93% |
$5.89M - $6.38M
|
140K
$3.29M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-271K- 12.81% |
$6.18M - $6.69M
|
1.85M
$43.5M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-302K- 90.21% |
$6.88M - $7.45M
|
32.7K
$773K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-553K- 15.16% |
$12.6M - $13.6M
|
3.09M
$73M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-573K- 61.1% |
$13.1M - $14.1M
|
365K
$8.61M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-604K- 51.93% |
$13.8M - $14.9M
|
560K
$13.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-662K- 38.67% |
$15.1M - $16.3M
|
1.05M
$24.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-665K- 10.54% |
$15.2M - $16.4M
|
5.64M
$133M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-904K- 94.22% |
$20.6M - $22.3M
|
55.5K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-954K- 16.01% |
$21.7M - $23.6M
|
5.01M
$118M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.92M- 16.69% |
$66.7M - $72.2M
|
14.6M
$345M
|