National Wealth Management Group, LLC First Trust Global Tactical CO Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$23.62 - $24.89 $211,895 - $223,288	-8,971 Reduced 40.75%	13,043 $312 Million
Q1 2024 May 17, 2024	SELL	$22.29 - $23.89 $1.32 Million - $1.42 Million	-59,415 Reduced 72.97%	22,014 $522 Million
Q4 2023 Feb 01, 2024	SELL	$22.25 - $24.14 $340,469 - $369,390	-15,302 Reduced 15.82%	81,429 $1.83 Billion
Q3 2023 Nov 13, 2023	SELL	$22.87 - $25.02 $111,239 - $121,697	-4,864 Reduced 4.79%	96,731 $2.32 Billion
Q2 2023 Aug 09, 2023	SELL	$21.87 - $24.16 $483,217 - $533,815	-22,095 Reduced 17.86%	101,595 $2.48 Billion
Q1 2023 May 15, 2023	BUY	$22.79 - $24.69 $2.82 Million - $3.05 Million	123,690 New	123,690 $2.79 Billion
Q4 2022 Nov 17, 2023	BUY	$23.67 - $27.37 $204,982 - $237,024	8,660 Added 5.49%	166,491 $4.08 Billion
Q3 2022 Nov 17, 2023	BUY	$25.12 - $27.76 $1.53 Million - $1.7 Million	61,100 Added 63.16%	157,831 $4 Billion
Q2 2022 Nov 17, 2023	BUY	$26.76 - $30.22 $922,631 - $1.04 Million	34,478 Added 22.02%	191,051 $5.11 Billion
Q1 2022 Nov 17, 2023	BUY	$23.11 - $31.46 $3.33 Million - $4.53 Million	144,052 Added 1150.48%	156,573 $4.45 Billion
Q4 2021 Nov 17, 2023	SELL	$22.96 - $25.78 $1.93 Million - $2.17 Million	-84,210 Reduced 87.06%	12,521 $289 Million

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.5M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

34.6M
Shares

$817 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.77M
Shares

$183 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.76M
Shares

$65.1 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.8 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$38.3 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
Sector ETFs
Industry ETFs

More about FTGC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.