Creative Planning First Tr ETF Viii Tcw Opportun Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Creative Planning holds 20,366 shares of FIXD stock, worth $903,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,366

Previous 24,048 15.31%

Holding current value

$903,843

Previous $1.06 Million 14.31%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$43.36 - $44.8 $159,651 - $164,953	-3,682 Reduced 15.31%	20,366 $904,000
Q2 2025 Aug 08, 2025	SELL	$42.72 - $44.24 $608,290 - $629,933	-14,239 Reduced 37.19%	24,048 $1.06 Million
Q1 2025 May 15, 2025	BUY	$42.4 - $44.11 $1.37 Million - $1.42 Million	32,219 Added 530.97%	38,287 $1.68 Million
Q4 2024 Feb 14, 2025	SELL	$42.84 - $45.38 $104,144 - $110,318	-2,431 Reduced 28.6%	6,068 $260,000
Q3 2024 Oct 11, 2024	SELL	$42.87 - $45.76 $192,100 - $205,050	-4,481 Reduced 34.52%	8,499 $384,000

Q2 2024 Aug 15, 2024	SELL	$42.01 - $43.6 $9,872 - $10,246	-235 Reduced 1.78%	12,980 $558,000
Q1 2024 May 10, 2024	SELL	$43.25 - $44.65 $40,828 - $42,149	-944 Reduced 6.67%	13,215 $576,000
Q4 2023 Feb 14, 2024	SELL	$40.92 - $44.8 $7,979 - $8,736	-195 Reduced 1.36%	14,159 $631,000
Q3 2023 Nov 16, 2023	SELL	$41.98 - $44.5 $283,784 - $300,820	-6,760 Reduced 32.02%	14,354 $603,000
Q2 2023 Jul 21, 2023	BUY	$44.02 - $45.59 $138,354 - $143,289	3,143 Added 17.49%	21,114 $932,000
Q1 2023 May 15, 2023	SELL	$43.57 - $45.9 $1.05 Million - $1.1 Million	-23,991 Reduced 57.17%	17,971 $809,000
Q4 2022 Feb 10, 2023	SELL	$42.11 - $45.11 $1.55 Million - $1.66 Million	-36,761 Reduced 46.7%	41,962 $1.84 Million
Q3 2022 Nov 03, 2022	SELL	$43.21 - $47.71 $1.37 Million - $1.51 Million	-31,618 Reduced 28.65%	78,723 $3.43 Million
Q2 2022 Aug 15, 2022	SELL	$45.24 - $49.52 $1.58 Million - $1.73 Million	-35,034 Reduced 24.1%	110,341 $5.12 Million
Q1 2022 May 16, 2022	SELL	$49.18 - $52.9 $4.14 Million - $4.46 Million	-84,264 Reduced 36.69%	145,375 $7.21 Million
Q4 2021 Feb 11, 2022	BUY	$52.94 - $53.71 $12.2 Million - $12.3 Million	229,639 New	229,639 $12.2 Million

Others Institutions Holding FIXD

# of Institutions

340

Shares Held

69.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning First Tr ETF Viii Tcw Opportun Transaction History