Iams Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Iams Wealth Management, LLC

$249 Billion
Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Iams Wealth Management, LLC holds 52,693 shares of FIXD stock, worth $2.34 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

52,693

Previous 42,846 22.98%

Holding current value

$2.34 Million

Previous $1.88 Billion 24.47%

% of portfolio

0.94%

Previous 0.86%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$43.36 - $44.8 $426,965 - $441,145	9,847 Added 22.98%	52,693 $2.34 Billion
Q2 2025 Jul 14, 2025	SELL	$42.72 - $44.24 $142,428 - $147,496	-3,334 Reduced 7.22%	42,846 $1.88 Billion
Q1 2025 Apr 10, 2025	SELL	$42.4 - $44.11 $5.45 Million - $5.67 Million	-128,603 Reduced 73.58%	46,180 $2.02 Billion
Q4 2024 Jan 23, 2025	BUY	$42.84 - $45.38 $2.58 Million - $2.74 Million	60,289 Added 52.66%	174,783 $7.51 Billion
Q3 2024 Oct 11, 2024	BUY	$42.87 - $45.76 $937,095 - $1 Million	21,859 Added 23.6%	114,494 $5.18 Billion
Q2 2024 Aug 05, 2024	SELL	$42.01 - $43.6 $4.85 Million - $5.04 Million	-115,501 Reduced 55.49%	92,635 $3.99 Billion
Q1 2024 Apr 18, 2024	SELL	$43.25 - $44.65 $410,615 - $423,907	-9,494 Reduced 4.36%	208,136 $9.04 Billion
Q4 2023 Feb 07, 2024	BUY	$40.92 - $44.8 $429,537 - $470,265	10,497 Added 5.07%	217,630 $9.71 Billion
Q3 2023 Nov 14, 2023	BUY	$41.98 - $44.5 $8.7 Million - $9.22 Million	207,133 New	207,133 $8.71 Billion
Q1 2023 Oct 30, 2023	SELL	$43.57 - $45.9 $1.1 Million - $1.16 Million	-25,354 Reduced 10.96%	206,011 $9.25 Billion
Q4 2022 Oct 27, 2023	BUY	$42.11 - $45.11 $9.74 Million - $10.4 Million	231,365 New	231,365 $10.2 Billion

Others Institutions Holding FIXD

# of Institutions

340

Shares Held

69.8M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

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Iams Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History