Wealth Plan Investment Management, LLC First Tr ETF Viii Ft Cboe Vest Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$47.07 - $48.75 $8.22 Million - $8.51 Million	174,540 New	174,540 $8.35 Million

Others Institutions Holding FNOV

# of Institutions

149

Shares Held

5.38M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

514K
Shares

$24.7 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

440K
Shares

$21.1 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

377K
Shares

$18.1 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

249K
Shares

$12 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

213K
Shares

$10.2 Million
0.0% of portfolio

About FIRST TR ETF VIII FT CBOE VEST

Ticker FNOV
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