Strategic Financial Concepts, LLC First Trust Global Tactical CO Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$23.95 - $25.86 $42,463 - $45,849	1,773 Added 4.03%	45,773 $1.17 Billion
Q4 2024 Jan 30, 2025	SELL	$23.23 - $24.25 $4.39 Million - $4.58 Million	-189,011 Reduced 81.12%	44,000 $1.05 Billion
Q4 2024 Jan 27, 2025	BUY	$23.23 - $24.25 $5.21 Million - $5.44 Million	224,175 Added 2537.06%	233,011 $1.05 Billion
Q3 2024 Nov 12, 2024	SELL	$22.3 - $24.39 $4.51 Million - $4.94 Million	-202,346 Reduced 95.82%	8,836 $209 Million
Q2 2024 Aug 06, 2024	BUY	$23.62 - $24.89 $3.84 Million - $4.05 Million	162,773 Added 336.25%	211,182 $793 Million
Q1 2024 Apr 22, 2024	BUY	$22.29 - $23.89 $134,564 - $144,223	6,037 Added 14.25%	48,409 $1.15 Billion
Q4 2023 Jan 18, 2024	SELL	$22.25 - $24.14 $242,992 - $263,632	-10,921 Reduced 20.49%	42,372 $951 Million
Q3 2023 Nov 07, 2023	BUY	$22.87 - $25.02 $126,631 - $138,535	5,537 Added 11.59%	53,293 $1.28 Billion
Q2 2023 Sep 06, 2023	SELL	$21.87 - $24.16 $418,285 - $462,084	-19,126 Reduced 28.6%	47,756 $1.09 Billion
Q1 2023 Sep 06, 2023	BUY	$22.79 - $24.69 $1.52 Million - $1.65 Million	66,882 New	66,882 $1.57 Billion

Others Institutions Holding FTGC

# of Institutions

273

Shares Held

82.9M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

37.3M
Shares

$928 Million
0.2% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$267 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.69M
Shares

$66.9 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

2.1M
Shares

$52.1 Million
7.03% of portfolio
Royal Bank Of Canada Toronto, A6

1.47M
Shares

$36.6 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

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