Long Run Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Long Run Wealth Advisors, LLC

$437 Million
Q1 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 934,083 shares of FIXD stock, worth $40.5 Million. This represents 9.36% of its overall portfolio holdings.

Number of Shares

934,083

Previous 904,759 3.24%

Holding current value

$40.5 Million

Previous $38.9 Million 5.14%

% of portfolio

9.36%

Previous 9.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$42.4 - $44.11 $1.24 Million - $1.29 Million	29,324 Added 3.24%	934,083 $40.9 Million
Q4 2024 Jan 27, 2025	BUY	$42.84 - $45.38 $2.03 Million - $2.15 Million	47,345 Added 5.52%	904,759 $38.9 Million
Q3 2024 Oct 30, 2024	BUY	$42.87 - $45.76 $1.32 Million - $1.41 Million	30,863 Added 3.73%	857,414 $38.8 Million
Q2 2024 Jul 19, 2024	BUY	$42.01 - $43.6 $4.07 Million - $4.23 Million	96,923 Added 13.28%	826,551 $35.6 Million
Q1 2024 Apr 24, 2024	BUY	$43.25 - $44.65 $1.49 Million - $1.53 Million	34,360 Added 4.94%	729,628 $31.8 Million
Q4 2023 Jan 10, 2024	BUY	$40.92 - $44.8 $523,448 - $573,081	12,792 Added 1.87%	695,268 $31 Million
Q3 2023 Oct 10, 2023	BUY	$41.98 - $44.5 $8.17 Million - $8.66 Million	194,569 Added 39.88%	682,476 $28.7 Million
Q2 2023 Jul 17, 2023	BUY	$44.02 - $45.59 $21.5 Million - $22.2 Million	487,907 New	487,907 $21.6 Million

Others Institutions Holding FIXD

# of Institutions

377

Shares Held

94.1M

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

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Long Run Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History