A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 81,529 shares of FIXD stock, worth $3.65 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
81,529
Previous 77,456 5.26%
Holding current value
$3.65 Million
Previous $3.4 Million 5.39%
% of portfolio
0.27%
Previous 0.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$42.72 - $44.24 $173,998 - $180,189
4,073 Added 5.26%
81,529 $3.58 Million
Q1 2025

May 15, 2025

BUY
$42.4 - $44.11 $27,432 - $28,539
647 Added 0.84%
77,456 $3.4 Million
Q4 2024

Feb 14, 2025

SELL
$42.84 - $45.38 $2.71 Million - $2.87 Million
-63,166 Reduced 45.13%
76,809 $3.3 Million
Q3 2024

Nov 14, 2024

BUY
$42.87 - $45.76 $369,710 - $394,634
8,624 Added 6.57%
139,975 $6.33 Million
Q2 2024

Aug 14, 2024

BUY
$42.01 - $43.6 $248,111 - $257,501
5,906 Added 4.71%
131,351 $5.65 Million
Q1 2024

May 15, 2024

BUY
$43.25 - $44.65 $200,723 - $207,220
4,641 Added 3.84%
125,445 $5.47 Million
Q4 2023

Feb 14, 2024

BUY
$40.92 - $44.8 $152,672 - $167,148
3,731 Added 3.19%
120,804 $5.39 Million
Q3 2023

Nov 14, 2023

BUY
$41.98 - $44.5 $4.91 Million - $5.21 Million
117,073 New
117,073 $4.92 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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