Gateway Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Gateway Wealth Partners, LLC

$445 Billion
Q1 2025

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 49,698 shares of FIXD stock, worth $2.18 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

49,698

Previous 80,318 38.12%

Holding current value

$2.18 Million

Previous $3.45 Billion 36.87%

% of portfolio

0.49%

Previous 0.89%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$42.4 - $44.11 $1.3 Million - $1.35 Million	-30,620 Reduced 38.12%	49,698 $2.18 Billion
Q4 2024 Jan 22, 2025	SELL	$42.84 - $45.38 $87,350 - $92,529	-2,039 Reduced 2.48%	80,318 $3.45 Billion
Q3 2024 Oct 24, 2024	BUY	$42.87 - $45.76 $56,416 - $60,220	1,316 Added 1.62%	82,357 $3.73 Billion
Q2 2024 Aug 16, 2024	SELL	$42.01 - $43.6 $2.03 Million - $2.11 Million	-48,428 Reduced 37.41%	81,041 $3.49 Billion
Q1 2024 May 14, 2024	BUY	$43.25 - $44.65 $560,130 - $578,262	12,951 Added 11.12%	129,469 $5.64 Billion
Q4 2023 Feb 13, 2024	BUY	$40.92 - $44.8 $576,399 - $631,052	14,086 Added 13.75%	116,518 $5.2 Billion
Q3 2023 Nov 14, 2023	BUY	$41.98 - $44.5 $866,761 - $918,791	20,647 Added 25.25%	102,432 $4.31 Billion
Q2 2023 Aug 14, 2023	BUY	$44.02 - $45.59 $1.03 Million - $1.07 Million	23,393 Added 40.06%	81,785 $3.61 Billion
Q1 2023 May 10, 2023	BUY	$43.57 - $45.9 $710,626 - $748,629	16,310 Added 38.76%	58,392 $2.63 Billion
Q4 2022 Feb 15, 2023	BUY	$42.11 - $45.11 $1.77 Million - $1.9 Million	42,082 New	42,082 $1.85 Billion

Others Institutions Holding FIXD

# of Institutions

368

Shares Held

89.1M

Call Options Held

8.5K

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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History