Fsm Wealth Advisors, LLC First Trust Global Tactical CO Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in First Trust Global Tactical CO stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 8,515 shares of FTGC stock, worth $220,623. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,515

Holding current value

$220,623

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$23.09 - $25.91 $196,611 - $220,623	8,515 New	8,515 $210,000

Others Institutions Holding FTGC

# of Institutions

272

Shares Held

80.5M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

37.3M
Shares

$967 Million
0.2% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$279 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.69M
Shares

$69.8 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.47M
Shares

$38.1 Million
0.01% of portfolio
Ubs Group Ag

1.23M
Shares

$31.9 Million
0.01% of portfolio

View Full List

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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC First Trust Global Tactical CO Transaction History