Purchases and Sales Made in Q4 2023 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.8K+ 43.38% |
$173K - $188K
|
25.8K
$608K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
4.56K+ 0.63% |
$101K - $110K
|
729K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.69K+ 22.59% |
$82.2K - $89.2K
|
20K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.47K+ 0.34% |
$77.3K - $83.8K
|
1.02M
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.29K+ 3.11% |
$73.2K - $79.5K
|
109K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.16K+ 5.41% |
$70.4K - $76.4K
|
61.7K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.93K+ 33.84% |
$65.2K - $70.8K
|
11.6K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.88KNew |
$64.1K - $69.6K
|
2.88K
$68K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.68K+ 22.6% |
$59.5K - $64.6K
|
14.5K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.57K+ 2.48% |
$57.1K - $61.9K
|
106K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.41K+ 0.53% |
$53.6K - $58.1K
|
453K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.29K+ 6363.89% |
$51K - $55.3K
|
2.33K
$54.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.1K+ 18.31% |
$46.6K - $50.6K
|
13.5K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2K+ 1.04% |
$44.5K - $48.3K
|
194K
$4.58M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.8KNew |
$40.1K - $43.5K
|
1.8K
$42.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.76K+ 6.24% |
$39.1K - $42.4K
|
29.9K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.7K+ 26.52% |
$37.7K - $40.9K
|
8.09K
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.57K+ 6.73% |
$34.9K - $37.9K
|
24.9K
$587K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.52K+ 7.9% |
$33.8K - $36.7K
|
20.7K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.45KNew |
$32.2K - $34.9K
|
1.45K
$34.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.33K+ 15.14% |
$29.5K - $32K
|
10.1K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29K+ 48.59% |
$28.8K - $31.2K
|
3.96K
$93.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 206.34% |
$22.5K - $24.4K
|
1.5K
$35.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
883New |
$19.6K - $21.3K
|
883
$20.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
707New |
$15.7K - $17.1K
|
707
$16.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
583New |
$13K - $14.1K
|
583
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
555New |
$12.3K - $13.4K
|
555
$13.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
528New |
$11.7K - $12.7K
|
528
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
461+ 2.05% |
$10.3K - $11.1K
|
23K
$542K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
379+ 2.17% |
$8.43K - $9.15K
|
17.8K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
329New |
$7.32K - $7.94K
|
329
$7.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
328+ 0.14% |
$7.3K - $7.92K
|
233K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
318New |
$7.08K - $7.68K
|
318
$7.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
300+ 18.86% |
$6.68K - $7.24K
|
1.89K
$44.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
297+ 100.34% |
$6.61K - $7.17K
|
593
$14K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
210New |
$4.67K - $5.07K
|
210
$4.96K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
137New |
$3.05K - $3.31K
|
137
$3.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
128+ 1.06% |
$2.85K - $3.09K
|
12.2K
$288K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
121New |
$2.69K - $2.92K
|
121
$2.86K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
91New |
$2.02K - $2.2K
|
91
$2.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69+ 6.17% |
$1.54K - $1.67K
|
1.19K
$28K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
60New |
$1.34K - $1.45K
|
60
$1.42K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54New |
$1.2K - $1.3K
|
54
$1.27K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
45New |
$1K - $1.09K
|
45
$1.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.93% |
$601 - $652
|
2.92K
$68.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22+ 2.73% |
$490 - $531
|
827
$19.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 3.07% |
$423 - $459
|
638
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11+ 50.0% |
$245 - $266
|
33
$779
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.92% |
$245 - $266
|
1.21K
$28.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10New |
$223 - $241
|
10
$236
|