A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 177,248 shares of FIXD stock, worth $7.67 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
177,248
Previous 213,133 16.84%
Holding current value
$7.67 Million
Previous $9.18 Million 12.61%
% of portfolio
3.43%
Previous 4.27%

Shares

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

Nov 14, 2024

SELL
$42.87 - $45.76 $1.54 Million - $1.64 Million
-35,885 Reduced 16.84%
177,248 $8.02 Million
Q2 2024

Aug 02, 2024

SELL
$42.01 - $43.6 $1.35 Million - $1.41 Million
-32,253 Reduced 13.14%
213,133 $9.18 Million
Q1 2024

May 10, 2024

BUY
$43.25 - $44.65 $113,574 - $117,250
2,626 Added 1.08%
245,386 $10.7 Million
Q4 2023

Feb 08, 2024

SELL
$40.92 - $44.8 $111,547 - $122,124
-2,726 Reduced 1.11%
242,760 $10.8 Million
Q3 2023

Nov 14, 2023

BUY
$41.98 - $44.5 $728,940 - $772,698
17,364 Added 7.61%
245,486 $10.3 Million
Q2 2023

Aug 11, 2023

BUY
$44.02 - $45.59 $1.04 Million - $1.07 Million
23,546 Added 11.51%
228,122 $10.1 Million
Q1 2023

May 04, 2023

BUY
$43.57 - $45.9 $506,326 - $533,403
11,621 Added 6.02%
204,576 $9.22 Million
Q4 2022

Feb 06, 2023

SELL
$42.11 - $45.11 $109,359 - $117,150
-2,597 Reduced 1.33%
192,955 $8.47 Million
Q3 2022

Nov 23, 2022

BUY
$43.21 - $47.71 $1.35 Million - $1.5 Million
31,348 Added 19.09%
195,552 $8.51 Million
Q2 2022

Aug 01, 2022

SELL
$45.24 - $49.52 $277,230 - $303,458
-6,128 Reduced 3.6%
164,204 $7.61 Million
Q1 2022

May 02, 2022

SELL
$49.18 - $52.9 $132,835 - $142,882
-2,701 Reduced 1.56%
170,332 $8.15 Million
Q1 2022

Apr 14, 2022

SELL
$49.18 - $52.9 $262,572 - $282,433
-5,339 Reduced 2.99%
173,033 $8.58 Million
Q4 2021

Feb 03, 2022

SELL
$52.94 - $53.71 $634,591 - $643,821
-11,987 Reduced 6.3%
178,372 $9.49 Million
Q3 2021

Feb 23, 2022

SELL
$53.5 - $54.31 $62,755 - $63,705
-1,173 Reduced 0.61%
190,359 $10.2 Million
Q2 2021

Feb 22, 2022

BUY
$52.93 - $53.72 $568,256 - $576,737
10,736 Added 5.94%
191,532 $10.3 Million
Q1 2021

Feb 22, 2022

BUY
$52.76 - $54.76 $104,886 - $108,862
1,988 Added 1.11%
180,796 $9.55 Million
Q4 2020

Feb 16, 2022

BUY
$54.65 - $55.37 $9.77 Million - $9.9 Million
178,808 New
178,808 $9.79 Million

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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