Wealth Plan Partners, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$35.85 - $39.0 $29,110 - $31,668	-812 Reduced 25.26%	2,403 $93.7 Million
Q1 2023 May 10, 2023	BUY	$34.1 - $36.59 $109,631 - $117,636	3,215 New	3,215 $116 Million

Others Institutions Holding FJUL

# of Institutions

145

Shares Held

7.3M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

704K
Shares

$35.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

469K
Shares

$23.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

465K
Shares

$23.2 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

405K
Shares

$20.2 Million
0.03% of portfolio
Mc Carthy & Cox Marysville, OH

389K
Shares

$19.4 Million
6.62% of portfolio

About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

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