A detailed history of Regal Investment Advisors LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Regal Investment Advisors LLC holds 5,122 shares of FIXD stock, worth $224,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,122
Previous 5,296 3.29%
Holding current value
$224,036
Previous $230,000 4.35%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$42.01 - $43.6 $7,309 - $7,586
-174 Reduced 3.29%
5,122 $220,000
Q1 2024

May 15, 2024

SELL
$43.25 - $44.65 $17,689 - $18,261
-409 Reduced 7.17%
5,296 $230,000
Q4 2023

Feb 14, 2024

SELL
$40.92 - $44.8 $3,969 - $4,345
-97 Reduced 1.67%
5,705 $254,000
Q3 2023

Nov 13, 2023

SELL
$41.98 - $44.5 $3,106 - $3,293
-74 Reduced 1.26%
5,802 $243,000
Q2 2023

Aug 11, 2023

SELL
$44.02 - $45.59 $32,574 - $33,736
-740 Reduced 11.19%
5,876 $259,000
Q1 2023

May 11, 2023

SELL
$43.57 - $45.9 $5.96 Million - $6.28 Million
-136,886 Reduced 95.39%
6,616 $298,000
Q4 2022

Mar 01, 2023

BUY
$42.11 - $45.11 $230,341 - $246,751
5,470 Added 3.96%
143,502 $6.3 Million
Q3 2022

Nov 15, 2022

SELL
$43.21 - $47.71 $60,148 - $66,412
-1,392 Reduced 1.0%
138,032 $6.01 Million
Q2 2022

Aug 09, 2022

BUY
$45.24 - $49.52 $228,462 - $250,076
5,050 Added 3.76%
139,424 $6.47 Million
Q1 2022

May 09, 2022

BUY
$49.18 - $52.9 $296,948 - $319,410
6,038 Added 4.7%
134,374 $6.66 Million
Q4 2021

Feb 10, 2022

BUY
$52.94 - $53.71 $260,676 - $264,468
4,924 Added 3.99%
128,336 $6.83 Million
Q3 2021

Nov 05, 2021

BUY
$53.5 - $54.31 $189,283 - $192,148
3,538 Added 2.95%
123,412 $6.61 Million
Q2 2021

Aug 09, 2021

BUY
$52.93 - $53.72 $6.34 Million - $6.44 Million
119,874 New
119,874 $6.43 Million
Q1 2021

May 12, 2021

SELL
$52.76 - $54.76 $5.76 Million - $5.97 Million
-109,092 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$54.65 - $55.37 $5.96 Million - $6.04 Million
109,092 New
109,092 $5.97 Million
Q3 2020

Nov 13, 2020

SELL
$54.84 - $55.79 $3.3 Million - $3.36 Million
-60,183 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$52.84 - $54.79 $3.18 Million - $3.3 Million
60,183 New
60,183 $3.3 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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