Keystone Financial Group First Trust Global Tactical CO Transaction History

Keystone Financial Group

$296 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$23.67 - $27.37 $45,422 - $52,523	-1,919 Reduced 13.58%	12,214 $299,000
Q3 2022 Nov 10, 2022	SELL	$25.12 - $27.76 $2.13 Million - $2.36 Million	-84,934 Reduced 85.73%	14,133 $358,000
Q2 2022 Aug 05, 2022	BUY	$26.76 - $30.22 $165,002 - $186,336	6,166 Added 6.64%	99,067 $2.65 Million
Q1 2022 May 13, 2022	BUY	$23.11 - $31.46 $1.5 Million - $2.04 Million	64,918 Added 231.99%	92,901 $2.64 Million
Q4 2021 Feb 11, 2022	SELL	$22.96 - $25.78 $88,625 - $99,510	-3,860 Reduced 12.12%	27,983 $645,000
Q3 2021 Nov 12, 2021	BUY	$22.72 - $24.29 $453,559 - $484,901	19,963 Added 168.04%	31,843 $768,000
Q2 2021 Aug 13, 2021	BUY	$20.93 - $23.94 $248,648 - $284,407	11,880 New	11,880 $281,000

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.6M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

34.6M
Shares

$805 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

$64.2 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.1 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$37.7 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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