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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 1.44% |
$6.11K - $6.38K
|
18.5K
$457K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
232+ 2.45% |
$5.39K - $5.63K
|
9.71K
$240K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
228New |
$5.3K - $5.53K
|
228
$5.63K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 150.68% |
$5.18K - $5.41K
|
371
$9.16K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
213+ 1.55% |
$4.95K - $5.17K
|
14K
$345K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
212New |
$4.92K - $5.14K
|
212
$5.23K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
211+ 11.31% |
$4.9K - $5.12K
|
2.08K
$51.3K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
205+ 1.91% |
$4.76K - $4.97K
|
10.9K
$270K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
204+ 1.75% |
$4.74K - $4.95K
|
11.8K
$292K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
169+ 35.21% |
$3.93K - $4.1K
|
649
$16K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
143+ 12.71% |
$3.32K - $3.47K
|
1.27K
$31.3K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
141New |
$3.28K - $3.42K
|
141
$3.48K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
140New |
$3.25K - $3.4K
|
140
$3.46K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
101New |
$2.35K - $2.45K
|
101
$2.49K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83New |
$1.93K - $2.01K
|
83
$2.05K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
74New |
$1.72K - $1.79K
|
74
$1.83K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
58New |
$1.35K - $1.41K
|
58
$1.43K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
29+ 0.14% |
$674 - $703
|
21.2K
$525K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
27+ 0.19% |
$627 - $655
|
14.4K
$356K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 0.79% |
$488 - $509
|
2.67K
$66K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.07% |
$279 - $291
|
16.8K
$415K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10+ 0.12% |
$232 - $243
|
8.6K
$212K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.81% |
$232 - $243
|
1.25K
$30.8K
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10New |
$232 - $243
|
10
$247
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 0.42% |
$186 - $194
|
1.92K
$47.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.39% |
$139 - $146
|
1.56K
$38.6K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.9% |
$46.5 - $48.5
|
225
$5.56K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 1.01% |
$46.5 - $48.5
|
200
$4.94K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 5.9% |
$581 - $606
|
399
$9.85K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-37- 92.5% |
$860 - $897
|
3
$74.1
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 10.42% |
$1.16K - $1.21K
|
430
$10.6K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-53- 20.31% |
$1.23K - $1.29K
|
208
$5.14K
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-71- 0.28% |
$1.65K - $1.72K
|
25.6K
$632K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-84- 0.4% |
$1.95K - $2.04K
|
20.9K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 0.53% |
$2.28K - $2.38K
|
18.4K
$455K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-106- 1.07% |
$2.46K - $2.57K
|
9.82K
$242K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-120- 30.77% |
$2.79K - $2.91K
|
270
$6.67K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-165- 0.11% |
$3.83K - $4K
|
150K
$3.71M
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-173- 7.94% |
$4.02K - $4.2K
|
2.01K
$49.5K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-187- 87.38% |
$4.34K - $4.53K
|
27
$667
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-211- 0.38% |
$4.9K - $5.12K
|
55K
$1.36M
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-220- 0.23% |
$5.11K - $5.34K
|
97.1K
$2.4M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-261- 1.27% |
$6.06K - $6.33K
|
20.4K
$503K
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-261- 1.27% |
$6.06K - $6.33K
|
20.4K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-266- 27.88% |
$6.18K - $6.45K
|
688
$17K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-321- 3.48% |
$7.46K - $7.78K
|
8.9K
$220K
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-335- 1.48% |
$7.78K - $8.12K
|
22.4K
$552K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-440- 2.1% |
$10.2K - $10.7K
|
20.5K
$506K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-443- 27.69% |
$10.3K - $10.7K
|
1.16K
$28.6K
|