Wealth Plan Partners, LLC First Trust High Yield Opportunities 2027 Term Fund Transaction History

Wealth Plan Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$13.47 - $14.25 $12,985 - $13,737	-964 Reduced 22.67%	3,288 $45.1 Million
Q1 2023 May 10, 2023	BUY	$13.29 - $14.87 $56,509 - $63,227	4,252 New	4,252 $59.4 Million
Q4 2020 Feb 09, 2021	SELL	$19.43 - $20.6 $439,603 - $466,075	-22,625 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$20.0 - $20.22 $452,500 - $457,477	22,625 New	22,625 $475,000

12.5M

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