Wealth Plan Partners, LLC First Trust Us Equity Opportun Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$79.22 - $88.8 $104,887 - $117,571	-1,324 Reduced 50.92%	1,276 $113 Million
Q1 2023 May 10, 2023	BUY	$76.89 - $87.96 $922 - $1,055	12 Added 0.46%	2,600 $219 Million
Q4 2022 Feb 16, 2023	SELL	$77.07 - $87.65 $12,793 - $14,549	-166 Reduced 6.03%	2,588 $224 Million
Q1 2022 May 03, 2022	SELL	$95.18 - $121.69 $51,873 - $66,321	-545 Reduced 16.52%	2,754 $265,000
Q4 2021 Feb 01, 2022	BUY	$116.17 - $136.03 $29,971 - $35,095	258 Added 8.48%	3,299 $351,000
Q3 2021 Dec 09, 2021	BUY	$120.0 - $131.29 $82,920 - $90,721	691 Added 29.4%	3,041 $375,000
Q2 2021 Aug 19, 2021	BUY	$110.48 - $128.38 $52,146 - $60,595	472 Added 25.13%	2,350 $300,000
Q1 2021 May 11, 2021	BUY	$115.9 - $135.98 $217,660 - $255,370	1,878 New	1,878 $227,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$36 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$32.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.9 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.6 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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