Wealth Plan Investment Management, LLC First Tr Large Cap Core Alphde Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,355 shares of FEX stock, worth $618,341. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,355
Previous 4,845 10.53%
Holding current value
$618,341
Previous $532,000 17.48%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$110.0 - $117.08 $56,100 - $59,710
510 Added 10.53%
5,355 $625,000
Q2 2025

Jul 28, 2025
SELL
$90.17 - $109.96 $5,590 - $6,817
-62 Reduced 1.26%
4,845 $532,000
Q1 2025

May 09, 2025
SELL
$99.27 - $109.89 $7,544 - $8,351
-76 Reduced 1.53%
4,907 $502,000
Q4 2024

Jan 30, 2025
BUY
$103.29 - $112.88 $514,694 - $562,481
4,983 New
4,983 $519,000
Q3 2023

Nov 09, 2023
BUY
$80.42 - $87.5 $620,279 - $674,887
7,713 Added 12440.32%
7,775 $630,000
Q2 2023

Aug 14, 2023
SELL
$77.71 - $84.01 $72,891 - $78,801
-938 Reduced 93.8%
62 $5,000
Q2 2023

Jul 25, 2023
BUY
$77.71 - $84.01 $72,891 - $78,801
938 Added 1512.9%
1,000 $84,000
Q1 2023

May 08, 2023
SELL
$76.64 - $86.44 $564,913 - $637,149
-7,371 Reduced 99.17%
62 $4,000
Q4 2022

Feb 15, 2023
BUY
$73.15 - $84.99 $15,580 - $18,102
213 Added 2.95%
7,433 $595,000
Q3 2022

Dec 12, 2022
BUY
$72.22 - $85.49 $12,927 - $15,302
179 Added 2.54%
7,220 $593,000
Q1 2022

Sep 07, 2022
BUY
$82.76 - $92.23 $582,713 - $649,391
7,041 New
7,041 $583,000

Others Institutions Holding FEX

# of Institutions
236
Shares Held
7.79M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

FEX Quotes by TradingView
  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
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