Gateway Wealth Partners, LLC First Trust Global Tactical CO Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 16, 2024	SELL	$23.62 - $24.89 $26,454 - $27,876	-1,120 Reduced 9.76%	10,359 $248 Million
Q1 2024 May 14, 2024	SELL	$22.29 - $23.89 $77,034 - $82,563	-3,456 Reduced 23.14%	11,479 $272 Million
Q4 2023 Feb 13, 2024	SELL	$22.25 - $24.14 $68,797 - $74,640	-3,092 Reduced 17.15%	14,935 $335 Million
Q3 2023 Nov 14, 2023	SELL	$22.87 - $25.02 $914 - $1,000	-40 Reduced 0.22%	18,027 $433 Million
Q2 2023 Aug 14, 2023	SELL	$21.87 - $24.16 $88,201 - $97,437	-4,033 Reduced 18.25%	18,067 $411 Million
Q1 2023 May 10, 2023	SELL	$22.79 - $24.69 $111,260 - $120,536	-4,882 Reduced 18.09%	22,100 $519 Million
Q4 2022 Feb 15, 2023	BUY	$23.67 - $27.37 $638,663 - $738,497	26,982 New	26,982 $661 Million

Others Institutions Holding FTGC

# of Institutions

268

Shares Held

72.5M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

34.6M
Shares

$870 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.77M
Shares

$195 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.76M
Shares

$69.4 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.96M
Shares

$49.3 Million
6.63% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$40.7 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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