Edmonds Duncan Registered Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$42.11 - $45.11 $12.8 Million - $13.7 Million	-304,082 Reduced 98.43%	4,841 $0
Q3 2022 Oct 14, 2022	BUY	$43.21 - $47.71 $601,051 - $663,646	13,910 Added 4.72%	308,923 $13.5 Million
Q2 2022 Jul 20, 2022	BUY	$45.24 - $49.52 $13.3 Million - $14.6 Million	295,013 New	295,013 $13.7 Million

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11.4M
Shares

$499 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

8.81M
Shares

$386 Million
0.19% of portfolio
Signature Estate & Investment Advisors LLC

7.79M
Shares

$341 Million
8.16% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$307 Million
0.07% of portfolio
Ubs Group Ag

3.63M
Shares

$159 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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