Foundations Investment Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 54,558 shares of FIXD stock, worth $2.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
54,558
Previous 47,460 14.96%
Holding current value
$2.39 Million
Previous $2.04 Million 20.8%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$42.87 - $45.76 $304,291 - $324,804
7,098 Added 14.96%
54,558 $2.47 Million
Q2 2024

Aug 02, 2024
SELL
$42.01 - $43.6 $133,171 - $138,212
-3,170 Reduced 6.26%
47,460 $2.04 Million
Q1 2024

May 13, 2024
SELL
$43.25 - $44.65 $521,076 - $537,943
-12,048 Reduced 19.22%
50,630 $2.21 Million
Q4 2023

Feb 08, 2024
BUY
$40.92 - $44.8 $563,918 - $617,388
13,781 Added 28.18%
62,678 $2.8 Million
Q3 2023

Oct 05, 2023
SELL
$41.98 - $44.5 $1.58 Million - $1.67 Million
-37,598 Reduced 43.47%
48,897 $2.06 Million
Q2 2023

Jul 19, 2023
BUY
$44.02 - $45.59 $3.51 Million - $3.64 Million
79,763 Added 1184.83%
86,495 $3.82 Million
Q1 2023

Apr 25, 2023
BUY
$43.57 - $45.9 $30,150 - $31,762
692 Added 11.46%
6,732 $303,000
Q4 2022

Jan 11, 2023
BUY
$42.11 - $45.11 $17,854 - $19,126
424 Added 7.55%
6,040 $0
Q3 2022

Oct 19, 2022
SELL
$43.21 - $47.71 $52,716 - $58,206
-1,220 Reduced 17.85%
5,616 $245,000
Q2 2022

Jul 08, 2022
BUY
$45.24 - $49.52 $309,260 - $338,518
6,836 New
6,836 $318,000

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
97.9M
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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