Purchases and Sales Made in Q2 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.64K- 7.41% |
$57.8K - $63.8K
|
33K
$778K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.76K- 6.12% |
$60.4K - $66.7K
|
42.3K
$999K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.83K- 3.89% |
$61.9K - $68.4K
|
69.9K
$1.65M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.9K- 35.22% |
$63.4K - $70.1K
|
5.34K
$126K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.92K- 10.95% |
$63.8K - $70.5K
|
23.7K
$560K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.23K- 25.8% |
$70.6K - $78K
|
9.28K
$219K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.28K- 5.91% |
$71.8K - $79.3K
|
52.3K
$1.23M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.31K- 22.72% |
$72.5K - $80K
|
11.3K
$266K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-3.53K- 74.62% |
$77.2K - $85.3K
|
1.2K
$28.3K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4K- 27.29% |
$87.4K - $96.6K
|
10.7K
$251K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.03K- 18.25% |
$88.2K - $97.4K
|
18.1K
$426K
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 13.74% |
$98.4K - $109K
|
28.2K
$667K
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-4.65K- 1.93% |
$102K - $112K
|
236K
$5.57M
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.86K- 99.33% |
$106K - $117K
|
33
$779
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.16K- 19.58% |
$113K - $125K
|
21.2K
$500K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.34K- 18.43% |
$117K - $129K
|
23.6K
$557K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.47K- 9.34% |
$120K - $132K
|
53.1K
$1.25M
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-5.61K- 2.88% |
$123K - $136K
|
189K
$4.47M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.62K- 4.67% |
$123K - $136K
|
115K
$2.71M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.85K- 22.92% |
$128K - $141K
|
19.7K
$464K
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-5.9K- 25.38% |
$129K - $143K
|
17.3K
$409K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.53K- 93.75% |
$143K - $158K
|
435
$10.3K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.74K- 14.4% |
$147K - $163K
|
40.1K
$946K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-6.94K- 17.74% |
$152K - $168K
|
32.2K
$759K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.95K- 49.14% |
$152K - $168K
|
7.19K
$170K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-8.1K- 1.57% |
$177K - $196K
|
506K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.37K- 23.2% |
$183K - $202K
|
27.7K
$654K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.45K- 15.23% |
$185K - $204K
|
47K
$1.11M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.81K- 10.27% |
$193K - $213K
|
77K
$1.82M
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8.98K- 28.47% |
$196K - $217K
|
22.6K
$533K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9.62K- 4.53% |
$210K - $232K
|
203K
$4.79M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.74K- 5.71% |
$213K - $235K
|
161K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.4K- 14.77% |
$226K - $250K
|
59.7K
$1.41M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-10.5KClosed |
$230K - $254K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11K- 29.21% |
$240K - $265K
|
26.6K
$627K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3K- 47.73% |
$247K - $273K
|
12.4K
$292K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-11.9K- 25.4% |
$260K - $287K
|
34.9K
$824K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 21.23% |
$269K - $297K
|
45.7K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-12.6K- 24.9% |
$274K - $303K
|
37.8K
$893K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-12.6K- 12.94% |
$276K - $305K
|
84.9K
$2M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-12.8K- 33.55% |
$279K - $309K
|
25.3K
$597K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-13K- 37.05% |
$284K - $314K
|
22.1K
$521K
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-13.8K- 30.03% |
$301K - $333K
|
32.1K
$757K
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-13.8K- 33.49% |
$301K - $333K
|
27.3K
$645K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14K- 15.26% |
$307K - $339K
|
77.8K
$1.84M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-15.5K- 38.62% |
$339K - $374K
|
24.6K
$581K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16K- 9.01% |
$349K - $386K
|
161K
$3.81M
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-16.4K- 10.75% |
$359K - $396K
|
136K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-17.7K- 4.17% |
$388K - $428K
|
408K
$9.62M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.8K- 7.98% |
$411K - $454K
|
217K
$5.11M
|