Wealth Enhancement & Preservation Of Ga, LLC First Tr Exchange Traded First 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
Q3 2022 Oct 19, 2022	SELL	$56.87 - $65.93 $4.77 Million - $5.53 Million	-83,899 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$59.31 - $67.92 $4.98 Million - $5.7 Million	83,899 New	83,899 $5.16 Million

Others Institutions Holding FXG

# of Institutions

139

Shares Held

3.06M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

560K
Shares

$35.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

284K
Shares

$17.9 Million
0.01% of portfolio
Vestmark Advisory Solutions, Inc.

197K
Shares

$12.5 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

173K
Shares

$10.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

162K
Shares

$10.2 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
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