Wilbanks Smith & Thomas Asset Management LLC First Trust Global Tactical CO Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 31, 2022	SELL	$25.12 - $27.76 $478,385 - $528,661	-19,044 Reduced 14.91%	108,684 $2.75 Million
Q2 2022 Aug 03, 2022	BUY	$26.76 - $30.22 $1.06 Million - $1.19 Million	39,468 Added 44.72%	127,728 $3.42 Million
Q1 2022 May 05, 2022	BUY	$23.11 - $31.46 $1.16 Million - $1.57 Million	50,051 Added 130.99%	88,260 $2.56 Million
Q4 2021 Feb 08, 2022	BUY	$22.96 - $25.78 $421,798 - $473,604	18,371 Added 92.61%	38,209 $881,000
Q3 2021 Nov 04, 2021	BUY	$22.72 - $24.29 $450,719 - $481,865	19,838 New	19,838 $478,000

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

$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

$65.2 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

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About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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