A detailed history of Foundations Investment Advisors, LLC transactions in First Trust Global Tactical CO stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 8,852 shares of FTGC stock, worth $208,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,852
Previous 10,298 14.04%
Holding current value
$208,907
Previous $246,000 15.04%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$22.3 - $24.39 $32,245 - $35,267
-1,446 Reduced 14.04%
8,852 $209,000
Q2 2024

Aug 02, 2024

SELL
$23.62 - $24.89 $3.26 Million - $3.44 Million
-138,082 Reduced 93.06%
10,298 $246,000
Q1 2024

May 13, 2024

SELL
$22.29 - $23.89 $891,488 - $955,480
-39,995 Reduced 21.23%
148,380 $3.52 Million
Q4 2023

Feb 08, 2024

BUY
$22.25 - $24.14 $231,600 - $251,273
10,409 Added 5.85%
188,375 $4.23 Million
Q3 2023

Oct 05, 2023

BUY
$22.87 - $25.02 $436,405 - $477,431
19,082 Added 12.01%
177,966 $4.27 Million
Q2 2023

Jul 19, 2023

BUY
$21.87 - $24.16 $2.28 Million - $2.52 Million
104,263 Added 190.88%
158,884 $3.62 Million
Q1 2023

Apr 25, 2023

BUY
$22.79 - $24.69 $1.24 Million - $1.35 Million
54,621 New
54,621 $1.28 Million
Q3 2022

Oct 19, 2022

SELL
$25.12 - $27.76 $5,526 - $6,107
-220 Reduced 2.55%
8,409 $213,000
Q2 2022

Jul 08, 2022

BUY
$26.76 - $30.22 $230,912 - $260,768
8,629 New
8,629 $218,000

Others Institutions Holding FTGC

About FIRST TRUST GLOBAL TACTICAL CO


  • Ticker FTGC
  • Sector ETFs
  • Industry ETFs
More about FTGC
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.