Zimmermann Investment Management & Planning LLC First Trust Global Tactical CO Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$22.79 - $24.69 $1.53 Million - $1.66 Million	-67,353 Reduced 71.76%	26,508 $622,000
Q4 2022 Jan 20, 2023	SELL	$23.67 - $27.37 $30,415 - $35,170	-1,285 Reduced 1.35%	93,861 $0
Q3 2022 Nov 01, 2022	BUY	$25.12 - $27.76 $1.63 Million - $1.8 Million	64,863 Added 214.19%	95,146 $2.41 Million
Q2 2022 Jul 28, 2022	BUY	$26.76 - $30.22 $810,373 - $915,152	30,283 New	30,283 $810,000

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.6M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

34.6M
Shares

$805 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

$64.2 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.1 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$37.7 Million
0.01% of portfolio

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About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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