New Edge Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, New Edge Wealth, LLC holds 50,318 shares of FIXD stock, worth $2.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

50,318

Previous 50,241 0.15%

Holding current value

$2.18 Million

Previous $2.27 Million 4.84%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$42.84 - $45.38 $3,298 - $3,494	77 Added 0.15%	50,318 $2.16 Million
Q3 2024 Nov 12, 2024	SELL	$42.87 - $45.76 $36,010 - $38,438	-840 Reduced 1.64%	50,241 $2.27 Million
Q2 2024 Aug 01, 2024	SELL	$42.01 - $43.6 $25,416 - $26,378	-605 Reduced 1.17%	51,081 $2.2 Million
Q1 2024 May 06, 2024	SELL	$43.25 - $44.65 $512,382 - $528,968	-11,847 Reduced 18.65%	51,686 $2.25 Million
Q4 2023 Jan 29, 2024	SELL	$40.92 - $44.8 $254,235 - $278,342	-6,213 Reduced 8.91%	63,533 $2.83 Million
Q3 2023 Nov 08, 2023	BUY	$41.98 - $44.5 $69,896 - $74,092	1,665 Added 2.45%	69,746 $2.93 Million
Q2 2023 Aug 09, 2023	BUY	$44.02 - $45.59 $800,415 - $828,962	18,183 Added 36.44%	68,081 $3.01 Million
Q1 2023 May 08, 2023	BUY	$43.57 - $45.9 $2.17 Million - $2.29 Million	49,898 New	49,898 $2.25 Million

Others Institutions Holding FIXD

# of Institutions

354

Shares Held

100M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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New Edge Wealth, LLC First Tr ETF Viii Tcw Opportun Transaction History