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 51,686 shares of FIXD stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
51,686
Previous 63,533 18.65%
Holding current value
$2.25 Million
Previous $2.83 Million 20.47%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VIII TCW OPPORTUN


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