Retirement Planning Group First Tr ETF Viii Tcw Opportun Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Retirement Planning Group holds 84,819 shares of FIXD stock, worth $3.76 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

84,819

Previous 55,799 52.01%

Holding current value

$3.76 Million

Previous $2.45 Million 53.82%

% of portfolio

0.18%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$43.36 - $44.8 $1.26 Million - $1.3 Million	29,020 Added 52.01%	84,819 $3.77 Million
Q2 2025 Jul 30, 2025	BUY	$42.72 - $44.24 $356,028 - $368,696	8,334 Added 17.56%	55,799 $2.45 Million
Q1 2025 Apr 10, 2025	BUY	$42.4 - $44.11 $936,870 - $974,654	22,096 Added 87.1%	47,465 $2.08 Million
Q4 2024 Feb 18, 2025	BUY	$42.84 - $45.38 $393,099 - $416,406	9,176 Added 56.67%	25,369 $1.09 Million
Q3 2024 Oct 10, 2024	BUY	$42.87 - $45.76 $24,950 - $26,632	582 Added 3.73%	16,193 $732,000

Q2 2024 Jul 12, 2024	BUY	$42.01 - $43.6 $160,940 - $167,031	3,831 Added 32.52%	15,611 $672,000
Q1 2024 Apr 12, 2024	BUY	$43.25 - $44.65 $43,812 - $45,230	1,013 Added 9.41%	11,780 $513,000
Q4 2023 Jan 12, 2024	SELL	$40.92 - $44.8 $2,455 - $2,688	-60 Reduced 0.55%	10,767 $480,000
Q3 2023 Oct 24, 2023	BUY	$41.98 - $44.5 $7,052 - $7,476	168 Added 1.58%	10,827 $455,000
Q2 2023 Jul 24, 2023	BUY	$44.02 - $45.59 $68,319 - $70,755	1,552 Added 17.04%	10,659 $470,000
Q1 2023 Apr 19, 2023	BUY	$43.57 - $45.9 $7,711 - $8,124	177 Added 1.98%	9,107 $410,000
Q4 2022 Jan 18, 2023	BUY	$42.11 - $45.11 $376,042 - $402,832	8,930 New	8,930 $0

Others Institutions Holding FIXD

# of Institutions

340

Shares Held

69.8M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group First Tr ETF Viii Tcw Opportun Transaction History