Wealth Enhancement & Preservation Of Ga, LLC First Trust Exchange Traded Fd 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
Q1 2020 Apr 27, 2020	SELL	$15.45 - $23.09 $432,816 - $646,843	-28,014 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$21.9 - $22.86 $613,506 - $640,400	28,014 New	28,014 $625,000

Others Institutions Holding FTHI

# of Institutions

115

Shares Held

15M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.87M
Shares

$88.6 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.77M
Shares

$40.6 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

953K
Shares

$21.8 Million
0.01% of portfolio
Legacy Cg, LLC Plano, TX

668K
Shares

$15.3 Million
6.47% of portfolio
Raymond James & Associates St Petersburg, FL

503K
Shares

$11.5 Million
0.01% of portfolio

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