Purchases and Sales Made in Q4 2022 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$336K - $388K
|
14.2K
$336K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
$330K - $382K
|
14K
$331K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13.9KNew |
$330K - $381K
|
13.9K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.9K+ 11.62% |
$328K - $379K
|
133K
$3.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.4K+ 28.58% |
$318K - $368K
|
60.4K
$1.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
13.4K+ 8.76% |
$318K - $367K
|
167K
$3.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
13K+ 9.07% |
$307K - $355K
|
156K
$3.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12.9K+ 27.52% |
$306K - $354K
|
59.9K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.8KNew |
$302K - $349K
|
12.8K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 6.87% |
$301K - $349K
|
198K
$4.69M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4KNew |
$293K - $339K
|
12.4K
$294K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.9KNew |
$282K - $326K
|
11.9K
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$279K - $323K
|
11.8K
$280K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.2K+ 4.5% |
$264K - $305K
|
259K
$6.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.9KNew |
$258K - $298K
|
10.9K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10.8K+ 24.96% |
$255K - $295K
|
53.9K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.3KNew |
$243K - $281K
|
10.3K
$243K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.98K+ 13.37% |
$236K - $273K
|
84.6K
$2M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.66KNew |
$229K - $264K
|
9.66K
$229K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
9.45K+ 4.92% |
$224K - $259K
|
201K
$4.77M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.66K+ 5.49% |
$205K - $237K
|
166K
$3.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.51K+ 5.09% |
$202K - $233K
|
176K
$4.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.49KNew |
$201K - $232K
|
8.49K
$201K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.22K+ 26.05% |
$194K - $225K
|
39.8K
$942K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.95K+ 1.93% |
$188K - $218K
|
419K
$9.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.71K+ 23.23% |
$183K - $211K
|
40.9K
$969K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.65K+ 8.36% |
$181K - $209K
|
99.2K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
7.38KNew |
$175K - $202K
|
7.38K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.48K+ 16.66% |
$153K - $177K
|
45.4K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.9K+ 18.61% |
$140K - $161K
|
37.6K
$891K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.55K+ 2.73% |
$131K - $152K
|
209K
$4.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
5.06K+ 0.3% |
$120K - $138K
|
1.68M
$39.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
4.88K+ 37.79% |
$116K - $134K
|
17.8K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.81K+ 33.14% |
$114K - $132K
|
19.3K
$457K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
4.43K+ 15.36% |
$105K - $121K
|
33.3K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.97KNew |
$94K - $109K
|
3.97K
$94.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.86K+ 45.84% |
$91.2K - $106K
|
12.3K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.82K+ 0.18% |
$90.4K - $105K
|
2.12M
$50.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.75K+ 5.65% |
$88.7K - $103K
|
70K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.24KNew |
$76.6K - $88.5K
|
3.24K
$76.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.99K+ 31.17% |
$70.7K - $81.7K
|
12.6K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.92K+ 6.05% |
$69.1K - $79.9K
|
51.2K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
2.68K+ 5.43% |
$63.3K - $73.2K
|
52K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$59.2K - $68.4K
|
2.5K
$59.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.3K+ 24.75% |
$54.4K - $62.9K
|
11.6K
$274K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
2.29K+ 6.08% |
$54.2K - $62.7K
|
40K
$947K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 4.49% |
$51.9K - $60K
|
51K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 4.14% |
$51.3K - $59.4K
|
54.5K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.17K+ 8.83% |
$51.3K - $59.3K
|
26.7K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$49.9K - $57.7K
|
2.11K
$49.9K
|