Kowal Investment Group, LLC First Tr ETF Viii Tcw Opportun Transaction History

Kowal Investment Group, LLC

$497 Million
Q2 2024

A detailed history of Kowal Investment Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kowal Investment Group, LLC holds 19,258 shares of FIXD stock, worth $880,475. This represents 0.17% of its overall portfolio holdings.

Number of Shares

19,258

Previous 20,128 4.32%

Holding current value

$880,475

Previous $877,000 5.47%

% of portfolio

0.17%

Previous 0.19%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$42.01 - $43.6 $36,548 - $37,932	-870 Reduced 4.32%	19,258 $829,000
Q1 2024 Apr 18, 2024	SELL	$43.25 - $44.65 $47,185 - $48,713	-1,091 Reduced 5.14%	20,128 $877,000
Q4 2023 Jan 22, 2024	SELL	$40.92 - $44.8 $239,750 - $262,483	-5,859 Reduced 21.64%	21,219 $946,000
Q3 2023 Oct 25, 2023	SELL	$41.98 - $44.5 $234,794 - $248,888	-5,593 Reduced 17.12%	27,078 $1.14 Million
Q2 2023 Jul 18, 2023	SELL	$44.02 - $45.59 $1.24 Million - $1.29 Million	-28,200 Reduced 46.33%	32,671 $1.44 Million
Q1 2023 Apr 21, 2023	SELL	$43.57 - $45.9 $11 Million - $11.6 Million	-252,254 Reduced 80.56%	60,871 $2.74 Million
Q4 2022 Jan 25, 2023	SELL	$42.11 - $45.11 $24.3 Million - $26.1 Million	-577,858 Reduced 64.86%	313,125 $0
Q3 2022 Nov 09, 2022	SELL	$43.21 - $47.71 $4.18 Million - $4.61 Million	-96,712 Reduced 9.79%	890,983 $38.8 Million
Q2 2022 Aug 15, 2022	SELL	$45.24 - $49.52 $582,419 - $637,520	-12,874 Reduced 1.29%	987,695 $45.8 Million
Q1 2022 Apr 15, 2022	BUY	$49.18 - $52.9 $69,196 - $74,430	1,407 Added 0.14%	1,000,569 $49.6 Million
Q4 2021 Feb 11, 2022	BUY	$52.94 - $53.71 $2.42 Million - $2.46 Million	45,746 Added 4.8%	999,162 $53.2 Million
Q3 2021 Nov 12, 2021	BUY	$53.5 - $54.31 $3.55 Million - $3.6 Million	66,334 Added 7.48%	953,416 $51.1 Million
Q2 2021 Aug 12, 2021	BUY	$52.93 - $53.72 $5.27 Million - $5.34 Million	99,488 Added 12.63%	887,082 $47.6 Million
Q1 2021 May 12, 2021	BUY	$52.76 - $54.76 $8.64 Million - $8.97 Million	163,758 Added 26.25%	787,594 $41.6 Million
Q4 2020 Feb 19, 2021	BUY	$54.65 - $55.37 $34.1 Million - $34.5 Million	623,836 New	623,836 $33.8 Million

Others Institutions Holding FIXD

# of Institutions

357

Shares Held

97.2M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

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Kowal Investment Group, LLC First Tr ETF Viii Tcw Opportun Transaction History