Purchases and Sales Made in Q3 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-4.31K- 16.9% |
$96.2K - $105K
|
21.2K
$501K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.35K- 21.71% |
$96.9K - $106K
|
15.7K
$370K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-4.41K- 52.59% |
$98.4K - $108K
|
3.98K
$93.8K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-4.53K- 2.26% |
$101K - $111K
|
196K
$4.62M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.61K- 22.45% |
$103K - $112K
|
15.9K
$376K
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.72K- 5.83% |
$105K - $115K
|
76.2K
$1.8M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.19K- 11.91% |
$116K - $126K
|
38.3K
$905K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.38K- 22.54% |
$120K - $131K
|
18.5K
$436K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.77K- 19.6% |
$129K - $141K
|
23.7K
$559K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.81K- 14.85% |
$129K - $142K
|
33.3K
$786K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.84K- 2.38% |
$130K - $143K
|
240K
$5.65M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.97K- 23.13% |
$133K - $146K
|
19.8K
$468K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.29K- 10.71% |
$140K - $153K
|
52.5K
$1.24M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.32K- 0.86% |
$141K - $154K
|
733K
$17.3M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.02K- 41.5% |
$157K - $171K
|
9.89K
$233K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-9.23K- 19.9% |
$206K - $225K
|
37.2K
$877K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-9.62K- 5.37% |
$214K - $235K
|
169K
$4M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.71K- 17.86% |
$217K - $237K
|
44.7K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-9.81K- 17.98% |
$219K - $239K
|
44.7K
$1.06M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7K- 36.99% |
$239K - $261K
|
18.3K
$431K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.5K- 7.0% |
$257K - $281K
|
153K
$3.62M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.7K- 86.22% |
$260K - $285K
|
1.87K
$44K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12K- 10.72% |
$267K - $293K
|
99.9K
$2.36M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 2.36% |
$304K - $333K
|
565K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 35.52% |
$321K - $351K
|
26.1K
$616K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-15.4K- 55.28% |
$343K - $376K
|
12.5K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-15.5K- 16.13% |
$347K - $379K
|
80.8K
$1.91M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16K- 94.59% |
$356K - $389K
|
913
$21.5K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16K- 45.6% |
$358K - $391K
|
19.1K
$452K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.1K- 13.32% |
$360K - $394K
|
105K
$2.48M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.6K- 52.4% |
$438K - $479K
|
17.8K
$421K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.4K- 15.62% |
$455K - $498K
|
110K
$2.6M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.1K- 16.09% |
$471K - $515K
|
110K
$2.6M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23.6K- 47.61% |
$527K - $576K
|
26K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-24K- 14.19% |
$536K - $586K
|
145K
$3.43M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.1K- 11.55% |
$582K - $636K
|
200K
$4.71M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-30.6K- 19.34% |
$682K - $746K
|
128K
$3.01M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.8K- 7.08% |
$709K - $776K
|
417K
$9.85M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-33.3K- 57.33% |
$743K - $813K
|
24.8K
$586K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-34.4K- 34.65% |
$768K - $840K
|
64.9K
$1.53M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.6K- 6.74% |
$795K - $869K
|
493K
$11.6M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-39.3K- 35.29% |
$876K - $958K
|
72K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.6K- 46.91% |
$883K - $966K
|
44.8K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 22.68% |
$970K - $1.06M
|
148K
$3.5M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-44K- 4.59% |
$981K - $1.07M
|
914K
$21.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.6K- 7.36% |
$1.08M - $1.19M
|
612K
$14.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.8K- 24.79% |
$1.85M - $2.02M
|
251K
$5.93M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-95.2K- 64.31% |
$2.12M - $2.32M
|
52.8K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-98.5K- 5.73% |
$2.2M - $2.4M
|
1.62M
$38.3M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-106K- 29.07% |
$2.37M - $2.59M
|
259K
$6.12M
|