Wealth Enhancement & Preservation Of Ga, LLC First Trust Global Tactical CO Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$25.29 - $27.76 $10 Million - $11 Million	-397,352 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$26.76 - $30.22 $10.6 Million - $12 Million	397,352 New	397,352 $10.6 Million

Others Institutions Holding FTGC

# of Institutions

275

Shares Held

75.2M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

34.4M
Shares

$835 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.9M
Shares

$192 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.09M
Shares

$74.9 Million
0.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.76M
Shares

$42.8 Million
0.01% of portfolio
Miracle Mile Advisors, LLC

1.69M
Shares

$40.9 Million
1.02% of portfolio

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About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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