A detailed history of Strategic Financial Concepts, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 130,767 shares of FIXD stock, worth $5.68 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
130,767
Previous 105,472 23.98%
Holding current value
$5.68 Million
Previous $4.7 Billion 21.19%
% of portfolio
1.37%
Previous 2.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$43.25 - $44.65 $1.09 Million - $1.13 Million
25,295 Added 23.98%
130,767 $5.7 Billion
Q4 2023

Jan 18, 2024

SELL
$40.92 - $44.8 $972,136 - $1.06 Million
-23,757 Reduced 18.38%
105,472 $4.7 Billion
Q3 2023

Nov 07, 2023

BUY
$41.98 - $44.5 $1.36 Million - $1.45 Million
32,498 Added 33.6%
129,229 $5.43 Billion
Q2 2023

Sep 06, 2023

BUY
$44.02 - $45.59 $425,365 - $440,536
9,663 Added 11.1%
96,731 $4.27 Billion
Q1 2023

Sep 06, 2023

BUY
$43.57 - $45.9 $3.79 Million - $4 Million
87,068 New
87,068 $3.92 Billion

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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