Pinnacle Family Advisors, LLC First Trust Global Tactical CO Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$22.87 - $25.02 $40,914 - $44,760	-1,789 Reduced 5.43%	31,187 $748,000
Q2 2023 Aug 14, 2023	SELL	$21.87 - $24.16 $57,758 - $63,806	-2,641 Reduced 7.41%	32,976 $750,000
Q1 2023 May 15, 2023	SELL	$22.79 - $24.69 $19,348 - $20,961	-849 Reduced 2.33%	35,617 $836,000
Q4 2022 Feb 10, 2023	SELL	$23.67 - $27.37 $54,133 - $62,595	-2,287 Reduced 5.9%	36,466 $893,000
Q3 2022 Nov 14, 2022	SELL	$25.12 - $27.76 $63,980 - $70,704	-2,547 Reduced 6.17%	38,753 $982,000
Q2 2022 Aug 15, 2022	BUY	$26.76 - $30.22 $4,388 - $4,956	164 Added 0.4%	41,300 $1.11 Million
Q1 2022 May 16, 2022	BUY	$23.11 - $31.46 $950,652 - $1.29 Million	41,136 New	41,136 $1.17 Million

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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