Retirement Planning Group First Tr ETF Viii Tcw Opportun Transaction History

Retirement Planning Group

$1.51 Billion
Q1 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 47,465 shares of FIXD stock, worth $2.07 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

47,465

Previous 25,369 87.1%

Holding current value

$2.07 Million

Previous $1.09 Million 90.55%

% of portfolio

0.14%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

361

Shares Held

77.6M

Call Options Held

33.7K

Put Options Held

21.1K

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Retirement Planning Group First Tr ETF Viii Tcw Opportun Transaction History