Avantax Advisory Services, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 298,695 shares of FIXD stock, worth $13.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

298,695

Previous 364,132 17.97%

Holding current value

$13.3 Million

Previous $16 Million 17.88%

% of portfolio

0.07%

Previous 0.1%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$42.72 - $44.24 $2.8 Million - $2.89 Million	-65,437 Reduced 17.97%	298,695 $13.1 Million
Q1 2025 May 06, 2025	SELL	$42.4 - $44.11 $3.65 Million - $3.79 Million	-85,990 Reduced 19.1%	364,132 $16 Million
Q4 2024 Feb 07, 2025	SELL	$42.84 - $45.38 $3.05 Million - $3.23 Million	-71,157 Reduced 13.65%	450,122 $19.3 Million
Q3 2024 Nov 13, 2024	SELL	$42.87 - $45.76 $1.51 Million - $1.61 Million	-35,120 Reduced 6.31%	521,279 $23.6 Million
Q2 2024 Aug 09, 2024	SELL	$42.01 - $43.6 $865,111 - $897,854	-20,593 Reduced 3.57%	556,399 $24 Million
Q1 2024 May 08, 2024	BUY	$43.25 - $44.65 $2.52 Million - $2.6 Million	58,273 Added 11.23%	576,992 $25.2 Million
Q4 2023 Feb 07, 2024	BUY	$40.92 - $44.8 $6.31 Million - $6.91 Million	154,183 Added 42.3%	518,719 $23.1 Million
Q3 2023 Nov 07, 2023	SELL	$41.98 - $44.5 $545,781 - $578,544	-13,001 Reduced 3.44%	364,536 $15.3 Million
Q2 2023 Aug 11, 2023	BUY	$44.02 - $45.59 $2.4 Million - $2.49 Million	54,603 Added 16.91%	377,537 $16.7 Million
Q1 2023 Apr 28, 2023	BUY	$43.57 - $45.9 $1.54 Million - $1.62 Million	35,375 Added 12.3%	322,934 $14.6 Million
Q4 2022 Feb 13, 2023	BUY	$42.11 - $45.11 $2.48 Million - $2.66 Million	59,000 Added 25.81%	287,559 $12.6 Million
Q3 2022 Nov 01, 2022	SELL	$43.21 - $47.71 $48,438 - $53,482	-1,121 Reduced 0.49%	228,559 $9.95 Million
Q2 2022 Aug 02, 2022	SELL	$45.24 - $49.52 $961,214 - $1.05 Million	-21,247 Reduced 8.47%	229,680 $10.7 Million
Q1 2022 Apr 27, 2022	SELL	$49.18 - $52.9 $101,114 - $108,762	-2,056 Reduced 0.81%	250,927 $12.4 Million
Q4 2021 Jan 24, 2022	BUY	$52.94 - $53.71 $456,131 - $462,765	8,616 Added 3.53%	252,983 $13.5 Million
Q3 2021 Oct 21, 2021	SELL	$53.5 - $54.31 $870,712 - $883,895	-16,275 Reduced 6.24%	244,367 $13.1 Million
Q2 2021 Jul 29, 2021	BUY	$52.93 - $53.72 $2.72 Million - $2.76 Million	51,413 Added 24.57%	260,642 $14 Million
Q1 2021 May 13, 2021	BUY	$52.76 - $54.76 $817,885 - $848,889	15,502 Added 8.0%	209,229 $11.1 Million
Q4 2020 Jan 22, 2021	BUY	$54.65 - $55.37 $416,542 - $422,030	7,622 Added 4.1%	193,727 $10.6 Million
Q3 2020 Oct 14, 2020	BUY	$54.84 - $55.79 $1.54 Million - $1.57 Million	28,066 Added 17.76%	186,105 $10.2 Million
Q2 2020 Aug 06, 2020	BUY	$52.84 - $54.79 $454,793 - $471,577	8,607 Added 5.76%	158,039 $8.65 Million
Q1 2020 Apr 30, 2020	BUY	$49.68 - $54.3 $3.97 Million - $4.34 Million	79,886 Added 114.87%	149,432 $7.88 Million
Q4 2019 Feb 14, 2020	BUY	$51.59 - $53.1 $3.35 Million - $3.45 Million	64,940 Added 1409.9%	69,546 $3.6 Million
Q3 2019 Nov 08, 2019	BUY	$51.56 - $53.21 $237,485 - $245,085	4,606 New	4,606 $242,000

Others Institutions Holding FIXD

# of Institutions

351

Shares Held

68.4M

Call Options Held

34.8K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. First Tr ETF Viii Tcw Opportun Transaction History