Wr Wealth Planners, LLC First Trust Exchange Traded Fd Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$21.27 - $22.53 $0 - $0	0 New	0 $0
Q2 2023 Aug 01, 2024	BUY	$19.94 - $21.13 $9,531 - $10,100	478 New	478 $10 Million
Q1 2023 Aug 01, 2024	BUY	$19.35 - $20.57 $9,249 - $9,832	478 New	478 $9.64 Million

Others Institutions Holding FTHI

# of Institutions

140

Shares Held

20.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

4.75M
Shares

$112 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.9M
Shares

$68.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.73M
Shares

$40.8 Million
0.05% of portfolio
Legacy Cg, LLC Plano, TX

653K
Shares

$15.4 Million
6.16% of portfolio
Stifel Financial Corp St. Louis, MO

645K
Shares

$15.2 Million
0.02% of portfolio

About FIRST TRUST EXCHANGE TRADED FD

Ticker FTHI
Sector ETFs
Industry ETFs

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