Independent Wealth Network Inc. First Trust Global Tactical CO Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$22.25 - $24.14 $40,472 - $43,910	-1,819 Reduced 15.01%	10,301 $231,000
Q3 2023 Oct 11, 2023	SELL	$22.87 - $25.02 $54,407 - $59,522	-2,379 Reduced 16.41%	12,120 $290,000
Q2 2023 Jul 12, 2023	SELL	$21.87 - $24.16 $20,120 - $22,227	-920 Reduced 5.97%	14,499 $330,000
Q1 2023 Apr 18, 2023	SELL	$22.79 - $24.69 $29,034 - $31,455	-1,274 Reduced 7.63%	15,419 $362,000
Q4 2022 Jan 25, 2023	SELL	$23.67 - $27.37 $10,675 - $12,343	-451 Reduced 2.63%	16,693 $0
Q3 2022 Oct 17, 2022	BUY	$25.12 - $27.76 $38,860 - $42,944	1,547 Added 9.92%	17,144 $434,000
Q2 2022 Jul 26, 2022	BUY	$26.76 - $30.22 $209,530 - $236,622	7,830 Added 100.81%	15,597 $417,000
Q1 2022 Apr 20, 2022	BUY	$23.11 - $31.46 $179,495 - $244,349	7,767 New	7,767 $221,000

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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