A detailed history of Moneywise, Inc. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Moneywise, Inc. holds 5,378 shares of FIXD stock, worth $235,233. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,378
Previous 7,895 31.88%
Holding current value
$235,233
Previous $339,000 28.32%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Oct 21, 2024

SELL
$42.87 - $45.76 $107,903 - $115,177
-2,517 Reduced 31.88%
5,378 $243,000
Q2 2024

Jul 17, 2024

SELL
$42.01 - $43.6 $43,732 - $45,387
-1,041 Reduced 11.65%
7,895 $339,000
Q1 2024

Apr 22, 2024

SELL
$43.25 - $44.65 $535,997 - $553,347
-12,393 Reduced 58.1%
8,936 $389,000
Q4 2023

Jan 29, 2024

BUY
$40.92 - $44.8 $181,521 - $198,732
4,436 Added 26.26%
21,329 $951,000
Q3 2023

Oct 23, 2023

BUY
$41.98 - $44.5 $11,166 - $11,837
266 Added 1.6%
16,893 $710,000
Q2 2023

Jul 24, 2023

SELL
$44.02 - $45.59 $39,618 - $41,031
-900 Reduced 5.13%
16,627 $734,000
Q1 2023

Apr 21, 2023

BUY
$43.57 - $45.9 $21,218 - $22,353
487 Added 2.86%
17,527 $789,000
Q4 2022

Jan 30, 2023

SELL
$42.11 - $45.11 $72,387 - $77,544
-1,719 Reduced 9.16%
17,040 $748,000
Q3 2022

Nov 03, 2022

SELL
$43.21 - $47.71 $15,080 - $16,650
-349 Reduced 1.83%
18,759 $817,000
Q2 2022

Aug 02, 2022

BUY
$45.24 - $49.52 $17,915 - $19,609
396 Added 2.12%
19,108 $886,000
Q1 2022

Apr 20, 2022

SELL
$49.18 - $52.9 $166,621 - $179,225
-3,388 Reduced 15.33%
18,712 $928,000
Q4 2021

Jan 12, 2022

SELL
$52.94 - $53.71 $68,610 - $69,608
-1,296 Reduced 5.54%
22,100 $1.18 Million
Q3 2021

Oct 12, 2021

SELL
$53.5 - $54.31 $106,411 - $108,022
-1,989 Reduced 7.84%
23,396 $1.25 Million
Q2 2021

Jul 22, 2021

SELL
$52.93 - $53.72 $73,202 - $74,294
-1,383 Reduced 5.17%
25,385 $1.36 Million
Q1 2021

Apr 14, 2021

BUY
$52.76 - $54.76 $15,353 - $15,935
291 Added 1.1%
26,768 $1.41 Million
Q4 2020

Jan 15, 2021

SELL
$54.65 - $55.37 $13,279 - $13,454
-243 Reduced 0.91%
26,477 $1.45 Million
Q3 2020

Oct 13, 2020

SELL
$54.84 - $55.79 $87,469 - $88,985
-1,595 Reduced 5.63%
26,720 $1.47 Million
Q2 2020

Jul 10, 2020

SELL
$52.84 - $54.79 $183,619 - $190,395
-3,475 Reduced 10.93%
28,315 $1.55 Million
Q1 2020

Apr 13, 2020

BUY
$49.68 - $54.3 $703,319 - $768,725
14,157 Added 80.29%
31,790 $1.68 Million
Q4 2019

Jan 07, 2020

BUY
$51.59 - $53.1 $909,686 - $936,312
17,633 New
17,633 $0

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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