Bennett Associates Wealth Management First Tr ETF Viii Tcw Opportun Transaction History

Bennett Associates Wealth Management

  • $138 Billion
  • Q3 2025

A detailed history of Bennett Associates Wealth Management transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Bennett Associates Wealth Management holds 137,197 shares of FIXD stock, worth $6.09 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
137,197
Previous 119,006 15.29%
Holding current value
$6.09 Million
Previous $5.22 Billion 16.68%
% of portfolio
4.42%
Previous 4.02%

Shares

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

Oct 15, 2025
BUY
$43.36 - $44.8 $788,761 - $814,956
18,191 Added 15.29%
137,197 $6.09 Billion
Q2 2025

Jul 22, 2025
SELL
$42.72 - $44.24 $375,978 - $389,356
-8,801 Reduced 6.89%
119,006 $5.22 Billion
Q1 2025

Apr 09, 2025
BUY
$42.4 - $44.11 $214,756 - $223,417
5,065 Added 4.13%
127,807 $5.6 Billion
Q4 2024

Jan 14, 2025
BUY
$42.84 - $45.38 $796,995 - $844,249
18,604 Added 17.86%
122,742 $5.27 Billion
Q3 2024

Nov 07, 2024
SELL
$42.87 - $45.76 $1.92 Million - $2.05 Million
-44,794 Reduced 30.08%
104,138 $4.71 Billion
Q2 2024

Jul 16, 2024
BUY
$42.01 - $43.6 $480,846 - $499,045
11,446 Added 8.33%
148,932 $6.41 Billion
Q1 2024

Apr 22, 2024
BUY
$43.25 - $44.65 $354,477 - $365,951
8,196 Added 6.34%
137,486 $5.99 Billion
Q4 2023

Feb 14, 2024
BUY
$40.92 - $44.8 $5.29 Million - $5.79 Million
129,290 New
129,290 $5.77 Billion

Others Institutions Holding FIXD

# of Institutions
340
Shares Held
69.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

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