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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.48K+ 5.07% |
$125K - $137K
|
114K
$2.64M
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.2K+ 6.37% |
$119K - $130K
|
86.8K
$2.02M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.31K+ 1.84% |
$98.5K - $108K
|
238K
$5.53M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.13K+ 1.7% |
$94.5K - $103K
|
248K
$5.76M
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.61K+ 1.37% |
$82.4K - $90.2K
|
267K
$6.22M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.13K+ 0.58% |
$71.6K - $78.3K
|
547K
$12.7M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 3.92% |
$69.8K - $76.4K
|
80.9K
$1.88M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.85K+ 11.27% |
$65.2K - $71.4K
|
28.2K
$655K
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2.75K+ 1.45% |
$62.9K - $68.8K
|
192K
$4.47M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.74KNew |
$62.7K - $68.6K
|
2.74K
$63.7K
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
2.65K+ 4.75% |
$60.7K - $66.4K
|
58.5K
$1.36M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 0.98% |
$59.2K - $64.7K
|
266K
$6.19M
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
2.55K+ 5.64% |
$58.4K - $63.9K
|
47.9K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.46K+ 25.76% |
$56.2K - $61.5K
|
12K
$279K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 1.85% |
$55.6K - $60.8K
|
134K
$3.11M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.29K+ 6.39% |
$52.4K - $57.3K
|
38.1K
$887K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 2.12% |
$50.9K - $55.7K
|
107K
$2.5M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 9.01% |
$48.3K - $52.9K
|
25.6K
$595K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.97K+ 3.1% |
$45.1K - $49.3K
|
65.7K
$1.53M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.52K+ 0.94% |
$34.6K - $37.9K
|
163K
$3.78M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.3K+ 1.01% |
$29.6K - $32.4K
|
129K
$3M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.25K+ 5.68% |
$28.7K - $31.4K
|
23.3K
$542K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
929+ 1.18% |
$21.2K - $23.2K
|
79.4K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
928+ 0.39% |
$21.2K - $23.2K
|
236K
$5.5M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
872New |
$19.9K - $21.8K
|
872
$20.3K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
797+ 1.09% |
$18.2K - $19.9K
|
73.7K
$1.71M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
752+ 73.37% |
$17.2K - $18.8K
|
1.78K
$41.3K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
740New |
$16.9K - $18.5K
|
740
$17.2K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
727+ 1.21% |
$16.6K - $18.2K
|
60.7K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
605+ 1.32% |
$13.8K - $15.1K
|
46.3K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
530New |
$12.1K - $13.3K
|
530
$12.3K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
513+ 84.79% |
$11.7K - $12.8K
|
1.12K
$26K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
387+ 96.75% |
$8.85K - $9.68K
|
787
$18.3K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296New |
$6.77K - $7.41K
|
296
$6.88K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
295New |
$6.75K - $7.38K
|
295
$6.86K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
295+ 3.48% |
$6.75K - $7.38K
|
8.76K
$204K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
277+ 2.48% |
$6.33K - $6.93K
|
11.4K
$266K
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
260New |
$5.95K - $6.51K
|
260
$6.05K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
257+ 1.44% |
$5.88K - $6.43K
|
18.2K
$422K
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
177+ 0.33% |
$4.05K - $4.43K
|
54.3K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
100+ 0.1% |
$2.29K - $2.5K
|
97.5K
$2.27M
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
99+ 0.57% |
$2.26K - $2.48K
|
17.4K
$406K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
94New |
$2.15K - $2.35K
|
94
$2.19K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
83+ 15.49% |
$1.9K - $2.08K
|
619
$14.4K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 12.41% |
$1.23K - $1.35K
|
489
$11.4K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 5.43% |
$755 - $826
|
641
$14.9K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.09% |
$252 - $275
|
11.8K
$275K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.83% |
$229 - $250
|
1.21K
$28.2K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.76% |
$206 - $225
|
1.2K
$27.8K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
7New |
$160 - $175
|
7
$163
|