Wealth Plan Partners, LLC First Trust Small Cap Growth A Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$54.6 - $62.07 $19,055 - $21,662	349 New	349 $20.2 Million

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$44.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$21.3 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$21 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17.4 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$16 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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