Clear Perspectives Financial Planning, LLC First Trust Global Tactical CO Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$23.67 - $27.37 $127,060 - $146,922	-5,368 Reduced 2.56%	204,585 $5.01 Million
Q3 2022 Nov 09, 2022	BUY	$25.12 - $27.76 $359,291 - $397,051	14,303 Added 7.31%	209,953 $5.32 Million
Q2 2022 Aug 11, 2022	BUY	$26.76 - $30.22 $802,478 - $906,237	29,988 Added 18.1%	195,650 $5.24 Million
Q1 2022 May 12, 2022	BUY	$23.11 - $31.46 $880,976 - $1.2 Million	38,121 Added 29.89%	165,662 $4.71 Million
Q4 2021 Feb 09, 2022	BUY	$22.96 - $25.78 $36,230 - $40,680	1,578 Added 1.25%	127,541 $2.94 Million
Q3 2021 Nov 05, 2021	BUY	$22.72 - $24.29 $199,890 - $213,703	8,798 Added 7.51%	125,963 $3.04 Million
Q2 2021 Aug 05, 2021	BUY	$20.93 - $23.94 $2.45 Million - $2.8 Million	117,165 New	117,165 $2.77 Million

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.5M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

34.6M
Shares

$820 Million
0.19% of portfolio
Morgan Stanley New York, NY

7.77M
Shares

$184 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.76M
Shares

$65.4 Million
0.03% of portfolio
Total Investment Management Inc Scottsdale, AZ

1.9M
Shares

$44.9 Million
5.04% of portfolio
Royal Bank Of Canada Toronto, A6

1.62M
Shares

$38.4 Million
0.01% of portfolio

View Full List

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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