Wealth Plan Partners, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$38.0 - $40.38 $6,802 - $7,228	-179 Reduced 2.98%	5,822 $235 Million
Q1 2024 May 07, 2024	BUY	$37.32 - $39.11 $223,957 - $234,699	6,001 New	6,001 $235 Million
Q2 2023 Jul 31, 2023	SELL	$33.47 - $35.37 $31,696 - $33,495	-947 Reduced 19.5%	3,910 $138 Million
Q1 2023 May 10, 2023	SELL	$32.49 - $34.07 $471,234 - $494,151	-14,504 Reduced 74.91%	4,857 $163 Million
Q4 2022 Feb 16, 2023	SELL	$32.71 - $34.15 $2.45 Million - $2.55 Million	-74,794 Reduced 79.44%	19,361 $651 Million
Q1 2022 May 03, 2022	SELL	$34.69 - $36.11 $4.77 Million - $4.97 Million	-137,571 Reduced 59.37%	94,155 $3.25 Million
Q4 2021 Feb 01, 2022	SELL	$34.25 - $35.24 $156,796 - $161,328	-4,578 Reduced 1.94%	231,726 $8.15 Million
Q3 2021 Dec 09, 2021	SELL	$34.0 - $34.68 $8.86 Million - $9.03 Million	-260,466 Reduced 52.43%	236,304 $8.09 Million
Q2 2021 Aug 19, 2021	BUY	$33.38 - $34.3 $393,884 - $404,739	11,800 Added 2.43%	496,770 $17.1 Million
Q1 2021 May 11, 2021	BUY	$32.18 - $33.19 $220,143 - $227,052	6,841 Added 1.43%	484,970 $16.3 Million
Q4 2020 Feb 09, 2021	BUY	$30.56 - $32.38 $656,887 - $696,008	21,495 Added 4.71%	478,129 $15.6 Million
Q3 2020 Dec 18, 2020	SELL	$29.91 - $31.46 $2.52 Million - $2.65 Million	-84,161 Reduced 15.56%	456,634 $14.4 Million
Q2 2020 Aug 19, 2020	BUY	$26.86 - $30.49 $14.5 Million - $16.5 Million	540,795 New	540,795 $16.7 Million

Others Institutions Holding DFEB

# of Institutions

105

Shares Held

4.73M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$69.5 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

379K
Shares

$16.1 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.12 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

140K
Shares

$5.93 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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