Wealth Plan Partners, LLC First Tr Exchange Traded Iv Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$26.24 - $27.37 $13,172 - $13,739	-502 Reduced 43.58%	650 $17.6 Million
Q1 2023 May 10, 2023	BUY	$25.42 - $27.64 $29,283 - $31,841	1,152 New	1,152 $30.7 Million
Q4 2022 Feb 16, 2023	SELL	$24.59 - $27.92 $4.63 Million - $5.26 Million	-188,279 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$24.68 - $27.82 $321,629 - $362,550	13,032 Added 7.44%	188,279 $5.03 Million
Q4 2021 Feb 01, 2022	BUY	$23.74 - $25.45 $618,070 - $662,590	26,035 Added 17.45%	175,247 $4.47 Million
Q3 2021 Dec 09, 2021	BUY	$23.59 - $25.04 $353,047 - $374,748	14,966 Added 11.15%	149,212 $3.53 Million
Q2 2021 Aug 19, 2021	BUY	$22.93 - $25.6 $752,149 - $839,731	32,802 Added 32.34%	134,246 $3.3 Million
Q1 2021 May 11, 2021	BUY	$20.6 - $23.26 $1.2 Million - $1.36 Million	58,383 Added 135.58%	101,444 $2.45 Million
Q4 2020 Feb 09, 2021	BUY	$19.03 - $21.92 $1,351 - $1,556	71 Added 0.17%	43,061 $937,000
Q3 2020 Dec 18, 2020	BUY	$18.75 - $21.39 $139,931 - $159,633	7,463 Added 21.01%	42,990 $892,000
Q2 2020 Aug 19, 2020	SELL	$16.75 - $23.13 $21,205 - $29,282	-1,266 Reduced 3.44%	35,527 $756,000
Q1 2020 May 15, 2020	BUY	$14.87 - $26.37 $58,781 - $104,240	3,953 Added 12.04%	36,793 $721,000
Q4 2019 Feb 14, 2020	BUY	$24.22 - $25.54 $795,384 - $838,733	32,840 New	32,840 $857,000

Others Institutions Holding EMLP

# of Institutions

324

Shares Held

67.5M

Call Options Held

3.6K

Put Options Held

0

About FIRST TR EXCHANGE-TRADED IV

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