Global Wealth Management Investment Advisory, Inc. First Trust Global Tactical CO Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 12, 2020	SELL	$14.03 - $15.64 $2,595 - $2,893	-185 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	$17.83 - $19.15 $445 - $478	-25 Reduced 11.9%	185 $3,000
Q1 2019 May 10, 2019	SELL	$17.98 - $19.0 $6,724 - $7,106	-374 Reduced 64.04%	210 $4,000
Q4 2018 Feb 14, 2019	BUY	$17.93 - $20.24 $10,471 - $11,820	584 New	584 $10,000

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.5M

Call Options Held

Put Options Held

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

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 Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account