Purchases and Sales Made in Q2 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.75K+ 38.29% |
$112K - $118K
|
17.2K
$405K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.63K+ 3.65% |
$109K - $115K
|
131K
$3.1M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.56K+ 6.75% |
$108K - $113K
|
72.1K
$1.7M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.41K+ 0.99% |
$104K - $110K
|
452K
$10.7M
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
4.28K+ 4.16% |
$101K - $107K
|
107K
$2.53M
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.22K+ 2.94% |
$99.8K - $105K
|
148K
$3.49M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.17K+ 29.86% |
$98.5K - $104K
|
18.1K
$428K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4KNew |
$94.5K - $99.6K
|
4K
$94.4K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.97K+ 150.28% |
$93.7K - $98.8K
|
6.61K
$156K
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.96K+ 2.26% |
$93.5K - $98.5K
|
179K
$4.22M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.07K+ 3.01% |
$72.4K - $76.3K
|
105K
$2.48M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.04K+ 4.24% |
$71.8K - $75.6K
|
74.7K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3K+ 27.47% |
$70.7K - $74.5K
|
13.9K
$328K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.76K+ 25.56% |
$65.1K - $68.6K
|
13.5K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.71K+ 7.45% |
$64K - $67.5K
|
39.1K
$923K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.61K+ 2.13% |
$61.6K - $65K
|
125K
$2.95M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.43K+ 4.31% |
$57.3K - $60.4K
|
58.8K
$1.39M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.12K+ 1.93% |
$50K - $52.7K
|
112K
$2.64M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.04K+ 407.2% |
$48.1K - $50.7K
|
2.54K
$59.8K
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.96K+ 9.95% |
$46.2K - $48.7K
|
21.6K
$510K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 7.34% |
$43.7K - $46.1K
|
27.1K
$639K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.8KNew |
$42.5K - $44.8K
|
1.8K
$42.5K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 6.52% |
$41.9K - $44.2K
|
29K
$684K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.49K+ 0.36% |
$35.2K - $37.1K
|
410K
$9.68M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
1.18K+ 16.29% |
$27.8K - $29.2K
|
8.39K
$198K
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.03K+ 0.11% |
$24.3K - $25.6K
|
958K
$22.6M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
754+ 94.6% |
$17.8K - $18.8K
|
1.55K
$36.6K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
642+ 0.39% |
$15.2K - $16K
|
165K
$3.89M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
613New |
$14.5K - $15.3K
|
613
$14.5K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
613+ 408.67% |
$14.5K - $15.3K
|
763
$18K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
507+ 3.93% |
$12K - $12.6K
|
13.4K
$316K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
452New |
$10.7K - $11.3K
|
452
$10.7K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
440New |
$10.4K - $11K
|
440
$10.4K
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
366+ 0.45% |
$8.64K - $9.11K
|
80.9K
$1.91M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
296+ 0.61% |
$6.99K - $7.37K
|
49K
$1.16M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
281+ 0.52% |
$6.64K - $6.99K
|
54.3K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
216New |
$5.1K - $5.38K
|
216
$5.1K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
172New |
$4.06K - $4.28K
|
172
$4.06K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
134New |
$3.17K - $3.34K
|
134
$3.16K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
128+ 35.46% |
$3.02K - $3.19K
|
489
$11.5K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
126New |
$2.98K - $3.14K
|
126
$2.97K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
123+ 0.83% |
$2.91K - $3.06K
|
14.9K
$353K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
116New |
$2.74K - $2.89K
|
116
$2.74K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
69New |
$1.63K - $1.72K
|
69
$1.63K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
47+ 0.13% |
$1.11K - $1.17K
|
35.2K
$831K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.29% |
$685 - $722
|
9.91K
$234K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.76% |
$307 - $324
|
1.73K
$40.8K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.12% |
$236 - $249
|
8.58K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.03% |
$118 - $124
|
19.2K
$454K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.81% |
$23.6 - $24.9
|
124
$2.93K
|