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 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1.87K+ 3.96% |
$44.3K - $51.3K
|
49.2K
$1.17M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.85K+ 1.25% |
$43.8K - $50.7K
|
150K
$3.56M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.73K+ 1.51% |
$40.9K - $47.2K
|
116K
$2.75M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.53KNew |
$36.3K - $41.9K
|
1.53K
$36.3K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.48K+ 1.54% |
$35.1K - $40.6K
|
98K
$2.32M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.46K+ 12.83% |
$34.7K - $40.1K
|
12.9K
$305K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.37K+ 3.96% |
$32.4K - $37.5K
|
35.9K
$851K
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.22K+ 14.36% |
$28.9K - $33.4K
|
9.73K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 6.19% |
$28.4K - $32.8K
|
20.6K
$487K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.12KNew |
$26.5K - $30.6K
|
1.12K
$26.5K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.12KNew |
$26.5K - $30.6K
|
1.12K
$26.5K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 4.73% |
$26K - $30K
|
24.3K
$575K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.03KNew |
$24.5K - $28.3K
|
1.03K
$24.5K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
970+ 7.4% |
$23K - $26.5K
|
14.1K
$334K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
948+ 10.62% |
$22.4K - $25.9K
|
9.88K
$234K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
843New |
$20K - $23.1K
|
843
$20K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
810+ 6.89% |
$19.2K - $22.2K
|
12.6K
$298K
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
779+ 8.18% |
$18.4K - $21.3K
|
10.3K
$244K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
683+ 9.87% |
$16.2K - $18.7K
|
7.61K
$180K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
627New |
$14.8K - $17.2K
|
627
$14.9K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
552+ 0.29% |
$13.1K - $15.1K
|
189K
$4.47M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
462+ 0.19% |
$10.9K - $12.6K
|
242K
$5.73M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
418New |
$9.89K - $11.4K
|
418
$9.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
413+ 4.17% |
$9.78K - $11.3K
|
10.3K
$244K
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
374+ 1.1% |
$8.85K - $10.2K
|
34.3K
$812K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
300New |
$7.1K - $8.21K
|
300
$7.11K
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
290+ 2.35% |
$6.86K - $7.94K
|
12.6K
$299K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
235+ 51.09% |
$5.56K - $6.43K
|
695
$16.5K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
211New |
$4.99K - $5.78K
|
211
$5K
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
197+ 2.19% |
$4.66K - $5.39K
|
9.21K
$218K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
187New |
$4.43K - $5.12K
|
187
$4.43K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
156+ 0.6% |
$3.69K - $4.27K
|
26.1K
$618K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150New |
$3.55K - $4.11K
|
150
$3.55K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
144New |
$3.41K - $3.94K
|
144
$3.41K
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
143+ 0.07% |
$3.38K - $3.91K
|
206K
$4.88M
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
140+ 39.0% |
$3.31K - $3.83K
|
499
$11.8K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
119+ 23.43% |
$2.82K - $3.26K
|
627
$14.9K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
62+ 10.33% |
$1.47K - $1.7K
|
662
$15.7K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
62New |
$1.47K - $1.7K
|
62
$1.47K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
55+ 0.24% |
$1.3K - $1.51K
|
22.9K
$543K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.3% |
$686 - $794
|
9.7K
$230K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 1.13% |
$615 - $712
|
2.34K
$55.3K
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8New |
$189 - $219
|
8
$190
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45- 0.08% |
$1.07K - $1.23K
|
54K
$1.28M
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-75- 0.42% |
$1.78K - $2.05K
|
17.7K
$420K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-76- 0.25% |
$1.8K - $2.08K
|
30K
$710K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-110- 50.46% |
$2.6K - $3.01K
|
108
$2.56K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-136- 2.49% |
$3.22K - $3.72K
|
5.32K
$126K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-153- 63.75% |
$3.62K - $4.19K
|
87
$2.06K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-171- 23.59% |
$4.05K - $4.68K
|
554
$13.1K
|