Comprehensive Financial Consultants Institutional, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 18,406 shares of FIXD stock, worth $808,207. This represents 0.31% of its overall portfolio holdings.

Number of Shares

18,406

Previous 18,274 0.72%

Holding current value

$808,207

Previous $785,000 2.68%

% of portfolio

0.31%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$42.4 - $44.11 $5,596 - $5,822	132 Added 0.72%	18,406 $806,000
Q4 2024 Jan 24, 2025	BUY	$42.84 - $45.38 $4,541 - $4,810	106 Added 0.58%	18,274 $785,000
Q3 2024 Oct 31, 2024	BUY	$42.87 - $45.76 $131,653 - $140,528	3,071 Added 20.34%	18,168 $821,000
Q2 2024 Jul 17, 2024	SELL	$42.01 - $43.6 $42 - $43	-1 Reduced 0.01%	15,097 $649,000
Q1 2024 May 02, 2024	BUY	$43.25 - $44.65 $8,001 - $8,260	185 Added 1.24%	15,098 $658,000
Q4 2023 Jan 24, 2024	BUY	$40.92 - $44.8 $4,132 - $4,524	101 Added 0.68%	14,913 $665,000
Q3 2023 Nov 13, 2023	BUY	$41.98 - $44.5 $41,140 - $43,610	980 Added 7.09%	14,812 $622,000
Q2 2023 Jul 24, 2023	SELL	$44.02 - $45.59 $33,499 - $34,693	-761 Reduced 5.21%	13,832 $610,000
Q1 2023 Apr 19, 2023	SELL	$43.57 - $45.9 $81,563 - $85,924	-1,872 Reduced 11.37%	14,593 $657,000
Q4 2022 Jan 30, 2023	SELL	$42.11 - $45.11 $23,118 - $24,765	-549 Reduced 3.23%	16,465 $723,000
Q3 2022 Nov 14, 2022	SELL	$43.21 - $47.71 $49,734 - $54,914	-1,151 Reduced 6.34%	17,014 $728,000
Q2 2022 Aug 09, 2022	SELL	$45.24 - $49.52 $13,255 - $14,509	-293 Reduced 1.59%	18,165 $846,000
Q1 2022 May 11, 2022	SELL	$49.18 - $52.9 $17,508 - $18,832	-356 Reduced 1.89%	18,458 $866,000
Q4 2021 Mar 10, 2022	BUY	$52.94 - $53.71 $996,013 - $1.01 Million	18,814 New	18,814 $960,000

Others Institutions Holding FIXD

# of Institutions

370

Shares Held

79M

Call Options Held

33.7K

Put Options Held

21.1K

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
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Comprehensive Financial Consultants Institutional, Inc. First Tr ETF Viii Tcw Opportun Transaction History