A detailed history of Legacy Capital Wealth Partners, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 5,670 shares of FIXD stock, worth $248,005. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,670
Holding current value
$248,005
% of portfolio
0.04%

Shares

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

Nov 04, 2024

BUY
$42.87 - $45.76 $243,072 - $259,459
5,670 New
5,670 $256,000
Q4 2023

Feb 05, 2024

SELL
$40.92 - $44.8 $2.69 Million - $2.94 Million
-65,680 Reduced 92.43%
5,381 $239,000
Q3 2023

Oct 16, 2023

SELL
$41.98 - $44.5 $137,400 - $145,648
-3,273 Reduced 4.4%
71,061 $2.99 Million
Q2 2023

Jul 27, 2023

SELL
$44.02 - $45.59 $2.62 Million - $2.71 Million
-59,524 Reduced 44.47%
74,334 $3.28 Million
Q1 2023

May 10, 2023

SELL
$43.57 - $45.9 $343,593 - $361,967
-7,886 Reduced 5.56%
133,858 $6.03 Million
Q4 2022

Feb 09, 2023

SELL
$42.11 - $45.11 $10,106 - $10,826
-240 Reduced 0.17%
141,744 $6.23 Million
Q3 2022

Nov 14, 2022

SELL
$43.21 - $47.71 $192,284 - $212,309
-4,450 Reduced 3.04%
141,984 $6.18 Million
Q2 2022

Aug 12, 2022

SELL
$45.24 - $49.52 $510,261 - $558,536
-11,279 Reduced 7.15%
146,434 $6.79 Million
Q1 2022

May 16, 2022

BUY
$49.18 - $52.9 $60,638 - $65,225
1,233 Added 0.79%
157,713 $7.82 Million
Q4 2021

Feb 14, 2022

BUY
$52.94 - $53.71 $317,004 - $321,615
5,988 Added 3.98%
156,480 $8.33 Million
Q3 2021

Nov 15, 2021

BUY
$53.5 - $54.31 $131,824 - $133,819
2,464 Added 1.66%
150,492 $8.06 Million
Q2 2021

Aug 13, 2021

BUY
$52.93 - $53.72 $711,590 - $722,211
13,444 Added 9.99%
148,028 $7.94 Million
Q1 2021

May 14, 2021

BUY
$52.76 - $54.76 $189,566 - $196,752
3,593 Added 2.74%
134,584 $7.11 Million
Q4 2020

Feb 16, 2021

BUY
$54.65 - $55.37 $7.16 Million - $7.25 Million
130,991 New
130,991 $7.17 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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