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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.67K- 7.54% |
$108K - $113K
|
57.2K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.87K- 24.81% |
$136K - $142K
|
17.8K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.93K- 4.0% |
$138K - $144K
|
142K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.97K- 15.57% |
$139K - $145K
|
32.4K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.52K- 32.85% |
$151K - $158K
|
13.3K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.48K- 17.49% |
$174K - $181K
|
35.3K
$887K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-7.83K- 4.17% |
$182K - $190K
|
180K
$4.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-9.74K- 2.51% |
$226K - $236K
|
379K
$9.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 7.52% |
$241K - $252K
|
128K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.1K- 86.02% |
$257K - $268K
|
1.8K
$45.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-11.9K- 1.3% |
$275K - $288K
|
902K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.3K- 15.72% |
$309K - $322K
|
71.2K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.6K- 14.19% |
$363K - $379K
|
94.6K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.9K- 99.92% |
$370K - $386K
|
13
$327
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.7K- 12.2% |
$412K - $430K
|
128K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30.9K- 25.06% |
$718K - $749K
|
92.4K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 19.0% |
$747K - $780K
|
137K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44.7K- 29.2% |
$1.04M - $1.08M
|
108K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.6K- 28.86% |
$1.34M - $1.4M
|
142K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-101K- 64.6% |
$2.33M - $2.44M
|
55.1K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-116K- 58.96% |
$2.68M - $2.8M
|
80.4K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-174K- 23.77% |
$4.04M - $4.21M
|
557K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-189K- 81.12% |
$4.39M - $4.58M
|
44K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.6% |
$7.42M - $7.75M
|
266K
$6.67M
|