Waterloo Capital, L.P. First Trust Global Tactical CO Transaction History

Waterloo Capital, L.P.

$1.08 Trillion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$22.79 - $24.69 $264,591 - $286,650	-11,610 Closed	0 $0
Q1 2020 Jun 01, 2020	BUY	$13.75 - $19.03 $159,637 - $220,938	11,610 New	11,610 $166,000

Others Institutions Holding FTGC

# of Institutions

281

Shares Held

80.9M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

37.7M
Shares

$936 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.38M
Shares

$233 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.86M
Shares

$71 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

2.1M
Shares

$52 Million
7.03% of portfolio
Royal Bank Of Canada Toronto, A6

1.49M
Shares

$36.8 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
Sector ETFs
Industry ETFs

More about FTGC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.