Ballew Advisors, Inc First Trust Global Tactical CO Transaction History

Ballew Advisors, Inc

$146 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$21.87 - $24.16 $765 - $845	35 Added 0.34%	10,440 $237,000
Q1 2023 Jul 06, 2023	SELL	$22.79 - $24.69 $168,805 - $182,878	-7,407 Reduced 41.58%	10,405 $244,000
Q4 2022 Jan 13, 2023	SELL	$23.67 - $27.37 $156,056 - $180,450	-6,593 Reduced 27.01%	17,812 $0
Q3 2022 Oct 11, 2022	BUY	$25.12 - $27.76 $6,380 - $7,051	254 Added 1.05%	24,405 $648,000
Q2 2022 Jul 26, 2022	BUY	$26.76 - $30.22 $109,207 - $123,327	4,081 Added 20.33%	24,151 $612,000
Q1 2022 Apr 28, 2022	BUY	$23.11 - $31.46 $222,063 - $302,299	9,609 Added 91.86%	20,070 $595,000
Q4 2021 Jan 26, 2022	BUY	$22.96 - $25.78 $240,184 - $269,684	10,461 New	10,461 $251,000

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
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