Patriot Financial Group Insurance Agency, LLC First Tr ETF Viii Tcw Opportun Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,271 shares of FIXD stock, worth $367,397. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,271

Previous 9,169 9.79%

Holding current value

$367,397

Previous $401,000 9.48%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$42.72 - $44.24 $38,362 - $39,727	-898 Reduced 9.79%	8,271 $363,000
Q1 2025 Apr 14, 2025	SELL	$42.4 - $44.11 $99,852 - $103,879	-2,355 Reduced 20.44%	9,169 $401,000
Q4 2024 Jan 22, 2025	SELL	$42.84 - $45.38 $2.97 Million - $3.14 Million	-69,301 Reduced 85.74%	11,524 $495,000
Q3 2024 Oct 24, 2024	BUY	$42.87 - $45.76 $114,420 - $122,133	2,669 Added 3.41%	80,825 $3.66 Million
Q2 2024 Jul 26, 2024	BUY	$42.01 - $43.6 $44,152 - $45,823	1,051 Added 1.36%	78,156 $3.36 Million
Q1 2024 Apr 30, 2024	BUY	$43.25 - $44.65 $832,605 - $859,557	19,251 Added 33.28%	77,105 $3.36 Million
Q4 2023 Jan 19, 2024	BUY	$40.92 - $44.8 $1.96 Million - $2.15 Million	47,893 Added 480.81%	57,854 $2.58 Million
Q3 2023 Oct 19, 2023	BUY	$41.98 - $44.5 $418,162 - $443,264	9,961 New	9,961 $418,000
Q2 2022 Jul 29, 2022	BUY	$45.24 - $49.52 $859 - $940	19 Added 135.71%	33 $2,000
Q4 2020 Jan 15, 2021	BUY	$54.65 - $55.37 $765 - $775	14 New	14 $1,000
Q3 2019 Oct 25, 2019	SELL	$51.56 - $53.21 $25,315 - $26,126	-491 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$50.24 - $51.79 $24,667 - $25,428	491 New	491 $25,000
Q3 2017 Oct 26, 2017	SELL	$50.78 - $50.95 $8,734 - $8,763	-172 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	172	172 $9,000

Others Institutions Holding FIXD

# of Institutions

351

Shares Held

68.3M

Call Options Held

34.8K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
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Patriot Financial Group Insurance Agency, LLC First Tr ETF Viii Tcw Opportun Transaction History