Heritage Trust CO First Trust Global Tactical CO Transaction History

Heritage Trust CO

$750 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 14, 2018	SELL	$20.2 - $21.25 $22,462 - $23,630	-1,112 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$19.87 - $21.09 $22,095 - $23,452	1,112	1,112 $23,000

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

$809 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.77M
Shares

$181 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.76M
Shares

$64.5 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.3 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$37.9 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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