Simplicity Wealth,Llc First Trust Global Tactical CO Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$23.62 - $24.89 $102,487 - $107,997	-4,339 Reduced 31.34%	9,505 $227,000
Q1 2024 Apr 24, 2024	BUY	$22.29 - $23.89 $308,582 - $330,733	13,844 New	13,844 $328,000

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
Sector ETFs
Industry ETFs

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