Purchases and Sales Made in Q1 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q1 2024. 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 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.46% |
$22.3 - $23.9
|
219
$5.09K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1+ 2.08% |
$22.3 - $23.9
|
49
$1.14K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.16% |
$22.3 - $23.9
|
637
$14.8K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-17- 18.68% |
$379 - $406
|
74
$1.72K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-125- 0.96% |
$2.79K - $2.99K
|
12.9K
$300K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-128- 26.18% |
$2.85K - $3.06K
|
361
$8.4K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-143- 17.29% |
$3.19K - $3.42K
|
684
$15.9K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-169- 0.96% |
$3.77K - $4.04K
|
17.4K
$404K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-178- 84.76% |
$3.97K - $4.25K
|
32
$744
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-216- 36.42% |
$4.81K - $5.16K
|
377
$8.77K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-219- 0.14% |
$4.88K - $5.23K
|
153K
$3.56M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-225- 12.5% |
$5.02K - $5.38K
|
1.58K
$36.6K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-241- 8.36% |
$5.37K - $5.76K
|
2.64K
$61.4K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-248- 1.08% |
$5.53K - $5.92K
|
22.7K
$529K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-300- 15.86% |
$6.69K - $7.17K
|
1.59K
$37K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-336- 1.72% |
$7.49K - $8.03K
|
19.2K
$447K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-379- 3.69% |
$8.45K - $9.05K
|
9.89K
$230K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-419- 2.05% |
$9.34K - $10K
|
20K
$466K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-441- 2.34% |
$9.83K - $10.5K
|
18.4K
$428K
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-500- 0.75% |
$11.1K - $11.9K
|
66.6K
$1.55M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-630- 1.61% |
$14K - $15.1K
|
38.5K
$896K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-635- 3.4% |
$14.2K - $15.2K
|
18K
$420K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-725- 5.95% |
$16.2K - $17.3K
|
11.5K
$267K
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-803- 0.84% |
$17.9K - $19.2K
|
95.3K
$2.22M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-884- 1.45% |
$19.7K - $21.1K
|
60K
$1.39M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-904- 26.47% |
$20.2K - $21.6K
|
2.51K
$58.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.11K- 4.91% |
$24.7K - $26.5K
|
21.5K
$499K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.27% |
$25.4K - $27.3K
|
8.98K
$209K
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.27K- 7.34% |
$28.2K - $30.2K
|
16K
$371K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 89.32% |
$29.8K - $32K
|
160
$3.72K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.35K- 51.23% |
$30.1K - $32.3K
|
1.29K
$29.9K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.48K- 13.22% |
$32.9K - $35.3K
|
9.69K
$225K
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.54K- 6.56% |
$34.4K - $36.9K
|
22K
$512K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.65K- 70.82% |
$36.7K - $39.4K
|
679
$15.8K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.8K- 12.0% |
$40.1K - $43K
|
13.2K
$307K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.8K- 6.56% |
$40.1K - $43K
|
25.6K
$596K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.8K- 3.0% |
$40.2K - $43.1K
|
58.3K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.93K- 0.84% |
$43K - $46.1K
|
226K
$5.27M
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.01K- 18.96% |
$44.7K - $47.9K
|
8.57K
$199K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.72K- 20.12% |
$60.7K - $65.1K
|
10.8K
$251K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.1K- 22.39% |
$69.1K - $74K
|
10.7K
$250K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.12K- 23.99% |
$69.5K - $74.5K
|
9.88K
$230K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 29.43% |
$73.7K - $79K
|
7.93K
$185K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.46K- 23.14% |
$77K - $82.6K
|
11.5K
$267K
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-3.53K- 18.45% |
$78.8K - $84.4K
|
15.6K
$363K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.56K- 22.05% |
$79.3K - $85K
|
12.6K
$292K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.76K- 17.59% |
$83.8K - $89.8K
|
17.6K
$410K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.81K- 24.68% |
$84.8K - $90.9K
|
11.6K
$270K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.81K- 96.21% |
$84.9K - $90.9K
|
150
$3.49K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.84K- 12.34% |
$85.5K - $91.7K
|
27.3K
$634K
|