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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-19.6K- 29.95% |
$435K - $472K
|
45.7K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.2K- 21.35% |
$449K - $487K
|
74.3K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-20.3K- 51.44% |
$451K - $490K
|
19.2K
$452K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-22.1K- 25.69% |
$492K - $534K
|
64K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.8K- 51.3% |
$529K - $574K
|
22.6K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.9K- 30.95% |
$533K - $578K
|
53.4K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-28K- 22.89% |
$623K - $676K
|
94.3K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-29.3K- 22.66% |
$651K - $707K
|
99.9K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-31.1K- 50.68% |
$693K - $752K
|
30.3K
$715K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-31.9K- 16.53% |
$711K - $771K
|
161K
$3.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-32.3K- 57.8% |
$718K - $779K
|
23.5K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-33.3K- 95.74% |
$742K - $805K
|
1.48K
$35K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-33.7K- 76.91% |
$751K - $814K
|
10.1K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34K- 23.0% |
$756K - $821K
|
114K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-39.5K- 31.44% |
$879K - $953K
|
86.1K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-40.4K- 30.26% |
$899K - $976K
|
93.2K
$2.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-43.1K- 73.66% |
$960K - $1.04M
|
15.4K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-44.6K- 40.38% |
$992K - $1.08M
|
65.8K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.6K- 8.46% |
$1.02M - $1.1M
|
494K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-49.8K- 64.48% |
$1.11M - $1.2M
|
27.4K
$648K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-54.6K- 80.77% |
$1.21M - $1.32M
|
13K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-58.3K- 15.57% |
$1.3M - $1.41M
|
316K
$7.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-88K- 27.82% |
$1.96M - $2.13M
|
228K
$5.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-90.3K- 23.69% |
$2.01M - $2.18M
|
291K
$6.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-99.7K- 52.51% |
$2.22M - $2.41M
|
90.1K
$2.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-106K- 18.02% |
$2.37M - $2.57M
|
484K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-109K- 40.91% |
$2.42M - $2.63M
|
157K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-119K- 58.28% |
$2.65M - $2.88M
|
85.4K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-119K- 12.12% |
$2.66M - $2.88M
|
866K
$20.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-127K- 78.33% |
$2.83M - $3.07M
|
35.2K
$831K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128K- 51.47% |
$2.84M - $3.08M
|
120K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-138K- 72.26% |
$3.08M - $3.34M
|
53.1K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-145K- 0.45% |
$3.23M - $3.51M
|
32M
$756M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-151K- 42.79% |
$3.36M - $3.64M
|
202K
$4.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-154K- 63.71% |
$3.44M - $3.73M
|
88K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-177K- 39.99% |
$3.93M - $4.26M
|
265K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181K- 17.25% |
$4.04M - $4.38M
|
870K
$20.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-190K- 33.78% |
$4.24M - $4.6M
|
373K
$8.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-198K- 29.82% |
$4.4M - $4.77M
|
465K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-208K- 21.67% |
$4.62M - $5.02M
|
751K
$17.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-210K- 41.92% |
$4.67M - $5.07M
|
291K
$6.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-210K- 71.0% |
$4.67M - $5.07M
|
85.8K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-224K- 40.98% |
$4.98M - $5.41M
|
323K
$7.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244K- 42.98% |
$5.43M - $5.89M
|
324K
$7.64M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-297K- 95.54% |
$6.6M - $7.16M
|
13.8K
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-325K- 17.83% |
$7.24M - $7.85M
|
1.5M
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-338K- 16.43% |
$7.53M - $8.17M
|
1.72M
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-344K- 8.5% |
$7.64M - $8.29M
|
3.7M
$87.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-769K- 8.61% |
$17.1M - $18.6M
|
8.16M
$193M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-780K- 8.72% |
$17.3M - $18.8M
|
8.16M
$193M
|