Wcg Wealth Advisors LLC First Trust Global Tactical CO Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$22.87 - $25.02 $33,344 - $36,479	-1,458 Reduced 12.0%	10,693 $257,000
Q2 2023 Aug 14, 2023	SELL	$21.87 - $24.16 $28,277 - $31,238	-1,293 Reduced 9.62%	12,151 $282,000
Q1 2023 May 15, 2023	SELL	$22.79 - $24.69 $77,577 - $84,044	-3,404 Reduced 20.2%	13,444 $316,000
Q4 2022 Feb 14, 2023	SELL	$23.67 - $27.37 $18.1 Million - $21 Million	-765,530 Reduced 97.85%	16,848 $412,000
Q3 2022 Nov 14, 2022	BUY	$25.12 - $27.76 $730,263 - $807,010	29,071 Added 3.86%	782,378 $19.8 Million
Q2 2022 Aug 23, 2022	BUY	$26.76 - $30.22 $4.47 Million - $5.05 Million	167,044 Added 28.49%	753,307 $20.2 Million
Q2 2022 Aug 15, 2022	BUY	$26.76 - $30.22 $15.7 Million - $17.7 Million	586,263 New	586,263 $18.1 Million

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

$817 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.77M
Shares

$183 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.76M
Shares

$65.1 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.8 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$38.3 Million
0.01% of portfolio

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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