Purchases and Sales Made in Q3 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66M+ 21.33% |
$129M - $141M
|
32.2M
$748M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
602K+ 1280.72% |
$13.8M - $15.1M
|
649K
$15.1M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
481K+ 34.68% |
$11M - $12M
|
1.87M
$43.4M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
380K+ 266.7% |
$8.7M - $9.51M
|
523K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
172K+ 95.38% |
$3.94M - $4.31M
|
352K
$8.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
160K+ 19.99% |
$3.65M - $4M
|
959K
$22.3M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129K+ 171.2% |
$2.95M - $3.23M
|
205K
$4.76M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
122KNew |
$2.8M - $3.06M
|
122K
$2.84M
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85.9KNew |
$1.96M - $2.15M
|
85.9K
$2M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
83KNew |
$1.9M - $2.08M
|
83K
$1.93M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
73K+ 4.17% |
$1.67M - $1.83M
|
1.83M
$42.5M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.8KNew |
$842K - $921K
|
36.8K
$856K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
35.3KNew |
$807K - $883K
|
35.3K
$821K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
32.8K+ 4.77% |
$750K - $821K
|
720K
$16.7M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 5.44% |
$450K - $492K
|
381K
$8.86M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6KNew |
$449K - $491K
|
19.6K
$457K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 12.01% |
$436K - $477K
|
178K
$4.14M
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19K+ 22.45% |
$435K - $475K
|
104K
$2.41M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4K+ 3.53% |
$421K - $460K
|
539K
$12.5M
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
18.4K+ 15.29% |
$420K - $459K
|
138K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.2K+ 12.51% |
$392K - $429K
|
154K
$3.59M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.9K+ 1.68% |
$386K - $422K
|
1.02M
$23.7M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
16.8KNew |
$383K - $419K
|
16.8K
$390K
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.1K+ 69.27% |
$369K - $404K
|
39.4K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16K+ 4.47% |
$366K - $400K
|
374K
$8.71M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 35.62% |
$288K - $315K
|
47.9K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.1KNew |
$276K - $302K
|
12.1K
$281K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.7K+ 2.32% |
$268K - $293K
|
518K
$12M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.6KNew |
$266K - $291K
|
11.6K
$271K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.7KNew |
$245K - $268K
|
10.7K
$249K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 9.54% |
$243K - $266K
|
122K
$2.83M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
10.6KNew |
$243K - $265K
|
10.6K
$247K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10.1KNew |
$230K - $252K
|
10.1K
$234K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.74K+ 41.27% |
$223K - $244K
|
33.4K
$776K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.52KNew |
$218K - $238K
|
9.52K
$221K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.39KNew |
$215K - $235K
|
9.39K
$218K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
8.99KNew |
$206K - $225K
|
8.99K
$209K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.7KNew |
$199K - $218K
|
8.7K
$202K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
8.66KNew |
$198K - $217K
|
8.66K
$202K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.56K+ 0.88% |
$196K - $214K
|
985K
$22.9M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.56KNew |
$196K - $214K
|
8.56K
$199K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.41KNew |
$192K - $210K
|
8.41K
$196K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.13K+ 1.84% |
$186K - $203K
|
451K
$10.5M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.89K+ 19.69% |
$181K - $197K
|
48K
$1.12M
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7.39K+ 16.68% |
$169K - $185K
|
51.7K
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.62K+ 2.14% |
$151K - $166K
|
316K
$7.36M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
6.52K+ 2.76% |
$149K - $163K
|
242K
$5.64M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6.33K+ 251.15% |
$145K - $158K
|
8.85K
$206K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
6.27K+ 2.17% |
$143K - $157K
|
296K
$6.88M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.54K+ 11.59% |
$127K - $139K
|
53.3K
$1.24M
|