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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5.37K- 2.56% |
$127K - $147K
|
205K
$4.85M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.46K- 7.48% |
$129K - $149K
|
67.5K
$1.6M
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-5.76K- 10.91% |
$136K - $158K
|
47K
$1.11M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.89K- 4.99% |
$140K - $161K
|
112K
$2.66M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.96K- 87.59% |
$141K - $163K
|
844
$20K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.59K- 27.01% |
$156K - $180K
|
17.8K
$422K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6.85K- 6.38% |
$162K - $187K
|
100K
$2.38M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.59K- 8.04% |
$180K - $208K
|
86.8K
$2.06M
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-7.97K- 4.79% |
$189K - $218K
|
158K
$3.75M
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.47K- 8.62% |
$200K - $232K
|
89.8K
$2.13M
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-9.57K- 5.2% |
$227K - $262K
|
174K
$4.13M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9.88K- 67.46% |
$234K - $270K
|
4.77K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-10.2K- 28.8% |
$242K - $280K
|
25.3K
$598K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 27.06% |
$251K - $290K
|
28.5K
$676K
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-10.8K- 9.59% |
$256K - $296K
|
102K
$2.42M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 19.69% |
$264K - $306K
|
45.6K
$1.08M
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.3K- 10.04% |
$267K - $309K
|
101K
$2.4M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.2K- 3.58% |
$313K - $362K
|
356K
$8.43M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-15.8K- 10.63% |
$375K - $433K
|
133K
$3.15M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-17.5K- 11.96% |
$415K - $479K
|
129K
$3.05M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-18.2K- 7.79% |
$431K - $498K
|
215K
$5.1M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-19.4K- 28.52% |
$459K - $531K
|
48.6K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-19.7K- 30.86% |
$466K - $538K
|
44.1K
$1.04M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21.5K- 35.84% |
$508K - $588K
|
38.4K
$910K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.3K- 43.99% |
$528K - $611K
|
28.4K
$673K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22.4K- 22.19% |
$531K - $614K
|
78.7K
$1.86M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-23.4K- 6.18% |
$553K - $639K
|
355K
$8.4M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.5K- 36.98% |
$556K - $643K
|
40K
$948K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-23.5K- 2.45% |
$556K - $643K
|
938K
$22.2M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.2K- 28.62% |
$574K - $664K
|
60.5K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 21.08% |
$613K - $709K
|
97.1K
$2.3M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26K- 20.88% |
$616K - $713K
|
98.7K
$2.34M
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-29.2K- 42.14% |
$692K - $800K
|
40.1K
$951K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30K- 5.38% |
$711K - $822K
|
529K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.1K- 22.18% |
$785K - $907K
|
116K
$2.75M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-35.1K- 10.66% |
$830K - $960K
|
294K
$6.96M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.1K- 2.23% |
$926K - $1.07M
|
1.71M
$40.6M
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-40.1K- 26.09% |
$948K - $1.1M
|
114K
$2.69M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46.4K- 61.69% |
$1.1M - $1.27M
|
28.8K
$683K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-54.8K- 54.59% |
$1.3M - $1.5M
|
45.6K
$1.08M
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-59.8K- 89.57% |
$1.42M - $1.64M
|
6.96K
$165K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-60.1K- 30.89% |
$1.42M - $1.64M
|
134K
$3.18M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.1K- 7.05% |
$1.42M - $1.64M
|
792K
$18.8M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-66.1K- 30.09% |
$1.56M - $1.81M
|
154K
$3.64M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-71.5K- 21.12% |
$1.69M - $1.96M
|
267K
$6.32M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-73.5K- 23.5% |
$1.74M - $2.01M
|
239K
$5.67M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-75.2K- 16.49% |
$1.78M - $2.06M
|
381K
$9.03M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-90.4K- 40.06% |
$2.14M - $2.48M
|
135K
$3.21M
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-91.8K- 58.57% |
$2.17M - $2.51M
|
64.9K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-95.6K- 99.49% |
$2.26M - $2.62M
|
494
$11.7K
|