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

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$65.65 - $74.13 $2,888 - $3,261	-44 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$61.1 - $75.91 $2,688 - $3,340	44 New	44 $3,000
Q4 2019 Feb 13, 2020	SELL	$42.61 - $46.83 $102,178 - $112,298	-2,398 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$43.76 - $47.11 $37,108 - $39,949	-848 Reduced 26.12%	2,398 $105,000
Q2 2019 Aug 12, 2019	SELL	$43.48 - $47.54 $44,523 - $48,680	-1,024 Reduced 23.98%	3,246 $151,000
Q1 2019 May 14, 2019	SELL	$39.07 - $47.0 $32,896 - $39,574	-842 Reduced 16.47%	4,270 $197,000
Q4 2018 Feb 14, 2019	BUY	$37.33 - $51.51 $101,350 - $139,849	2,715 Added 113.27%	5,112 $205,000
Q3 2018 Nov 05, 2018	BUY	$48.2 - $53.13 $115,535 - $127,352	2,397 New	2,397 $125,000

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

$45.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$21.5 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$21.2 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17.6 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$16.2 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

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