Purchases and Sales Made in Q3 2022 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.01K- 20.68% |
$226K - $250K
|
34.6K
$807K
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
SELL
|
- |
-9.08K- 26.72% |
$228K - $252K
|
24.9K
$581K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.41K- 6.04% |
$236K - $261K
|
146K
$3.42M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-9.68K- 84.94% |
$243K - $269K
|
1.72K
$40.1K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10.1K- 22.28% |
$253K - $280K
|
35.1K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-10.1K- 95.64% |
$253K - $280K
|
460
$10.7K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.9K- 17.28% |
$298K - $329K
|
56.7K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.4K- 10.56% |
$338K - $373K
|
114K
$2.66M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.6K- 1.27% |
$342K - $378K
|
1.06M
$24.8M
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-14.1K- 16.9% |
$355K - $392K
|
69.4K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-14.1K- 46.68% |
$355K - $393K
|
16.2K
$378K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.7K- 6.32% |
$368K - $407K
|
217K
$5.08M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.1K- 5.87% |
$380K - $420K
|
243K
$5.67M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.9K- 24.79% |
$400K - $442K
|
48.3K
$1.13M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.1K- 1.65% |
$405K - $447K
|
961K
$22.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 0.93% |
$412K - $456K
|
1.75M
$40.9M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.4K- 49.17% |
$437K - $483K
|
18K
$420K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.5K- 15.5% |
$466K - $515K
|
101K
$2.36M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-18.8K- 18.71% |
$473K - $522K
|
81.7K
$1.91M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19K- 14.91% |
$478K - $529K
|
109K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-19.4K- 7.81% |
$488K - $539K
|
229K
$5.35M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.5K- 14.04% |
$490K - $541K
|
119K
$2.79M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-19.7K- 14.74% |
$496K - $548K
|
114K
$2.67M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-20.1K- 60.17% |
$504K - $557K
|
13.3K
$310K
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-20.3K- 17.7% |
$510K - $564K
|
94.4K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-21.1K- 68.81% |
$531K - $587K
|
9.58K
$224K
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-23.9K- 9.28% |
$600K - $663K
|
234K
$5.45M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.7K- 2.89% |
$697K - $770K
|
932K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-28K- 21.81% |
$703K - $777K
|
100K
$2.34M
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-28.2K- 34.86% |
$709K - $783K
|
52.7K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-29.2K- 59.35% |
$734K - $811K
|
20K
$467K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 13.4% |
$756K - $835K
|
194K
$4.54M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.1K- 13.4% |
$756K - $835K
|
194K
$4.54M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-32.6K- 34.58% |
$819K - $905K
|
61.7K
$1.44M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.3K- 38.13% |
$837K - $925K
|
54.1K
$1.26M
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-34.5K- 77.09% |
$867K - $958K
|
10.3K
$240K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.3K- 23.04% |
$938K - $1.04M
|
125K
$2.91M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-41.9K- 51.73% |
$1.05M - $1.16M
|
39.1K
$914K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45.3K- 83.28% |
$1.14M - $1.26M
|
9.09K
$212K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45.3K- 83.28% |
$1.14M - $1.26M
|
9.09K
$212K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48.1K- 50.56% |
$1.21M - $1.33M
|
47K
$1.1M
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-54.2K- 3.13% |
$1.36M - $1.51M
|
1.68M
$39.2M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-55.6K- 13.08% |
$1.4M - $1.54M
|
369K
$8.63M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-58.6K- 31.03% |
$1.47M - $1.63M
|
130K
$3.04M
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-59K- 39.19% |
$1.48M - $1.64M
|
91.5K
$2.14M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-80.1K- 16.71% |
$2.01M - $2.22M
|
399K
$9.33M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-80.6K- 8.64% |
$2.02M - $2.24M
|
852K
$19.9M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-81.6K- 71.93% |
$2.05M - $2.27M
|
31.9K
$744K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83.4K- 35.82% |
$2.09M - $2.31M
|
149K
$3.49M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-84.9K- 85.73% |
$2.13M - $2.36M
|
14.1K
$330K
|