Summit Wealth Partners, LLC First Tr ETF Viii Tcw Opportun Transaction History

Summit Wealth Partners, LLC

$482 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 11, 2024	SELL	$45.24 - $49.52 $856,302 - $937,314	-18,928 Closed	0 $0
Q1 2022 Sep 11, 2024	SELL	$49.18 - $52.9 $654,094 - $703,570	-13,300 Reduced 41.27%	18,928 $938 Million
Q4 2021 Sep 10, 2024	BUY	$52.94 - $53.71 $1.03 Million - $1.05 Million	19,538 Added 153.96%	32,228 $1.72 Billion
Q3 2021 Sep 10, 2024	SELL	$53.5 - $54.31 $53,072 - $53,875	-992 Reduced 7.25%	12,690 $680 Million
Q2 2021 Sep 10, 2024	BUY	$52.93 - $53.72 $22,654 - $22,992	428 Added 3.23%	13,682 $734 Million
Q1 2021 Sep 10, 2024	SELL	$52.76 - $54.76 $48,855 - $50,707	-926 Reduced 6.53%	13,254 $700 Million
Q4 2020 Sep 10, 2024	BUY	$54.65 - $55.37 $199,800 - $202,432	3,656 Added 34.74%	14,180 $776 Million
Q3 2020 Sep 10, 2024	BUY	$54.84 - $55.79 $108,418 - $110,296	1,977 Added 23.13%	10,524 $579 Million
Q2 2020 Sep 10, 2024	BUY	$52.84 - $54.79 $451,623 - $468,290	8,547 New	8,547 $468 Million

Others Institutions Holding FIXD

# of Institutions

357

Shares Held

97.2M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

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