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

130

Shares Held

19.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

4.75M
Shares

$112 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.9M
Shares

$68 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.73M
Shares

$40.7 Million
0.05% of portfolio
Legacy Cg, LLC Plano, TX

671K
Shares

$15.8 Million
6.63% of portfolio
Stifel Financial Corp St. Louis, MO

645K
Shares

$15.1 Million
0.02% of portfolio

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About FIRST TRUST EXCHANGE TRADED FD

Ticker FTHI
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