Purchases and Sales Made in Q4 2024 in First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
787KNew |
$18.3M - $19.1M
|
787K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
360K+ 3947.79% |
$8.37M - $8.74M
|
370K
$9.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
301KNew |
$6.98M - $7.29M
|
301K
$7.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
224K+ 2537.06% |
$5.21M - $5.44M
|
233K
$5.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
170KNew |
$3.95M - $4.12M
|
170K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
133KNew |
$3.09M - $3.22M
|
133K
$3.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
66.3K+ 3.49% |
$1.54M - $1.61M
|
1.96M
$49.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
63.1K+ 14.05% |
$1.47M - $1.53M
|
512K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
39.9K+ 55.33% |
$926K - $967K
|
112K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.5K+ 17.53% |
$802K - $837K
|
231K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
33.6KNew |
$782K - $816K
|
33.6K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.1K+ 4.05% |
$769K - $802K
|
851K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
27KNew |
$627K - $655K
|
27K
$679K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
24.3K+ 11.73% |
$563K - $588K
|
231K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
23.4KNew |
$545K - $568K
|
23.4K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23.1K+ 4.66% |
$536K - $559K
|
518K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
14.6K+ 4.15% |
$339K - $354K
|
366K
$9.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13.7KNew |
$319K - $333K
|
13.7K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$281K - $293K
|
12.1K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.58K+ 1.9% |
$223K - $232K
|
513K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.17K+ 3.69% |
$213K - $222K
|
258K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
8.2K+ 7.01% |
$190K - $199K
|
125K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
6.05KNew |
$141K - $147K
|
6.05K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.93K+ 36.52% |
$138K - $144K
|
22.2K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.61K+ 6.2% |
$130K - $136K
|
96K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.2K+ 1.78% |
$121K - $126K
|
298K
$7.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.98K+ 227.99% |
$116K - $121K
|
7.16K
$180K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.61K+ 10.32% |
$107K - $112K
|
49.3K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.04K+ 5.71% |
$70.6K - $73.7K
|
56.2K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.52KNew |
$58.5K - $61.1K
|
2.52K
$63.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.39K+ 3.92% |
$55.5K - $57.9K
|
63.3K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.06KNew |
$47.9K - $50.1K
|
2.06K
$51.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.74K+ 2.24% |
$40.4K - $42.2K
|
79.2K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.67K+ 10.84% |
$38.9K - $40.6K
|
17.1K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47KNew |
$34.2K - $35.7K
|
1.47K
$37K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.16K+ 627.03% |
$26.9K - $28.1K
|
1.35K
$33.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.09KNew |
$25.3K - $26.4K
|
1.09K
$27.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.03KNew |
$24K - $25K
|
1.03K
$25.9K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
985New |
$22.9K - $23.9K
|
985
$24.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
941+ 10.63% |
$21.9K - $22.8K
|
9.79K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
756+ 4.02% |
$17.6K - $18.3K
|
19.6K
$492K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
720+ 1.15% |
$16.7K - $17.5K
|
63.4K
$1.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
587+ 6.56% |
$13.6K - $14.2K
|
9.54K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
511New |
$11.9K - $12.4K
|
511
$12.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
471+ 1.91% |
$10.9K - $11.4K
|
25.2K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
414New |
$9.62K - $10K
|
414
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 1.44% |
$6.11K - $6.38K
|
18.5K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
232+ 2.45% |
$5.39K - $5.63K
|
9.71K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
228New |
$5.3K - $5.53K
|
228
$5.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 150.68% |
$5.18K - $5.41K
|
371
$9.32K
|