Wealth Plan Partners, LLC First Trust Emerging Markets A Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$21.51 - $23.4 $92,536 - $100,666	4,302 Added 3.14%	141,099 $3.23 Billion
Q4 2023 Jan 05, 2024	BUY	$19.74 - $22.13 $570,782 - $639,888	28,915 Added 26.8%	136,797 $3.03 Billion
Q3 2023 Nov 01, 2023	BUY	$20.69 - $23.28 $131,050 - $147,455	6,334 Added 6.24%	107,882 $2.25 Billion
Q2 2023 Jul 31, 2023	BUY	$20.25 - $22.08 $511,272 - $557,475	25,248 Added 33.09%	101,548 $2.15 Billion
Q1 2023 May 10, 2023	BUY	$20.83 - $22.59 $230,817 - $250,319	11,081 Added 16.99%	76,300 $1.62 Billion
Q4 2022 Feb 16, 2023	BUY	$18.39 - $21.4 $187,191 - $217,830	10,179 Added 18.49%	65,219 $1.39 Billion
Q1 2022 May 03, 2022	BUY	$22.92 - $27.13 $104,492 - $123,685	4,559 Added 9.03%	55,040 $1.32 Million
Q4 2021 Feb 01, 2022	BUY	$24.78 - $27.32 $570,410 - $628,879	23,019 Added 83.82%	50,481 $1.31 Million
Q3 2021 Dec 09, 2021	BUY	$26.13 - $29.21 $17,089 - $19,103	654 Added 2.44%	27,462 $739,000
Q2 2021 Aug 19, 2021	BUY	$26.66 - $28.88 $133,246 - $144,342	4,998 Added 22.92%	26,808 $738,000
Q1 2021 May 11, 2021	BUY	$25.11 - $27.91 $547,649 - $608,717	21,810 New	21,810 $600,000

Others Institutions Holding FEM

# of Institutions

113

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.71M
Shares

$60.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.32M
Shares

$29.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$26.6 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.06M
Shares

$23.7 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

828K
Shares

$18.4 Million
0.05% of portfolio

About FIRST TRUST EMERGING MARKETS A

Ticker FEM
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