Wealth Plan Partners, LLC First Trust Us Equity Opportun Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,233 shares of FPX stock, worth $193,839. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,233

Holding current value

$193,839

% of portfolio

0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$141.57 - $166.21 $174,555 - $204,936	1,233 New	1,233 $204,000
Q2 2023 Jul 31, 2023	SELL	$79.22 - $88.8 $104,887 - $117,571	-1,324 Reduced 50.92%	1,276 $113 Million
Q1 2023 May 10, 2023	BUY	$76.89 - $87.96 $922 - $1,055	12 Added 0.46%	2,600 $219 Million
Q4 2022 Feb 16, 2023	SELL	$77.07 - $87.65 $12,793 - $14,549	-166 Reduced 6.03%	2,588 $224 Million
Q1 2022 May 03, 2022	SELL	$95.18 - $121.69 $51,873 - $66,321	-545 Reduced 16.52%	2,754 $265,000

Q4 2021 Feb 01, 2022	BUY	$116.17 - $136.03 $29,971 - $35,095	258 Added 8.48%	3,299 $351,000
Q3 2021 Dec 09, 2021	BUY	$120.0 - $131.29 $82,920 - $90,721	691 Added 29.4%	3,041 $375,000
Q2 2021 Aug 19, 2021	BUY	$110.48 - $128.38 $52,146 - $60,595	472 Added 25.13%	2,350 $300,000
Q1 2021 May 11, 2021	BUY	$115.9 - $135.98 $217,660 - $255,370	1,878 New	1,878 $227,000

Others Institutions Holding FPX

# of Institutions

222

Shares Held

3.67M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Wealth Plan Partners, LLC First Trust Us Equity Opportun Transaction History