Wealth Plan Partners, LLC First Tr Exchange Traded Fd Fi Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$35.18 - $46.46 $2,075 - $2,741	59 New	59 $2.2 Million

Others Institutions Holding FXO

# of Institutions

247

Shares Held

31.2M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

13.6M
Shares

$789 Million
0.64% of portfolio
Morgan Stanley New York, NY

2.56M
Shares

$148 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.32M
Shares

$135 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.3M
Shares

$75.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.04M
Shares

$60.5 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
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