Morris Retirement Advisors, LLC First Trust Global Tactical CO Transaction History

Morris Retirement Advisors, LLC

$167 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$22.87 - $25.02 $242,810 - $265,637	10,617 Added 9.54%	121,861 $2.92 Million
Q2 2023 Jul 17, 2023	SELL	$21.87 - $24.16 $646,542 - $714,242	-29,563 Reduced 21.0%	111,244 $2.53 Million
Q1 2023 Apr 13, 2023	BUY	$22.79 - $24.69 $39,768 - $43,084	1,745 Added 1.25%	140,807 $3.31 Million
Q4 2022 Feb 02, 2023	SELL	$23.67 - $27.37 $66,796 - $77,238	-2,822 Reduced 1.99%	139,062 $3.41 Million
Q3 2022 Oct 14, 2022	BUY	$25.29 - $27.76 $160,490 - $176,164	6,346 Added 4.68%	141,884 $3.77 Million

Q2 2022 Aug 08, 2022	SELL	$26.76 - $30.22 $166,313 - $187,817	-6,215 Reduced 4.38%	135,538 $3.63 Million
Q1 2022 May 10, 2022	SELL	$23.11 - $31.46 $90,498 - $123,197	-3,916 Reduced 2.69%	141,753 $4.03 Million
Q4 2021 Feb 02, 2022	BUY	$22.96 - $25.78 $849,083 - $953,370	36,981 Added 34.02%	145,669 $3.36 Million
Q3 2021 Oct 28, 2021	SELL	$22.72 - $24.29 $194,346 - $207,776	-8,554 Reduced 7.3%	108,688 $2.62 Million
Q2 2021 Jul 29, 2021	BUY	$20.93 - $23.94 $2.45 Million - $2.81 Million	117,242 New	117,242 $2.77 Million

Others Institutions Holding FTGC

# of Institutions

275

Shares Held

75.2M

Call Options Held

0

Put Options Held

0

About FIRST TRUST GLOBAL TACTICAL CO

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