A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 30,159 shares of FIXD stock, worth $1.32 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,159
Previous 151,639 80.11%
Holding current value
$1.32 Million
Previous $6.53 Million 79.11%
% of portfolio
0.0%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$42.87 - $45.76 $5.21 Million - $5.56 Million
-121,480 Reduced 80.11%
30,159 $1.36 Million
Q2 2024

Jul 16, 2024

SELL
$42.01 - $43.6 $322,804 - $335,022
-7,684 Reduced 4.82%
151,639 $6.53 Million
Q1 2024

Apr 15, 2024

SELL
$43.25 - $44.65 $3.33 Million - $3.44 Million
-76,971 Reduced 32.57%
159,323 $6.95 Million
Q4 2023

Jan 30, 2024

BUY
$40.92 - $44.8 $8.1 Million - $8.86 Million
197,849 Added 514.63%
236,294 $10.5 Million
Q3 2023

Nov 13, 2023

BUY
$41.98 - $44.5 $859,456 - $911,048
20,473 Added 113.92%
38,445 $1.62 Million
Q2 2023

Jul 21, 2023

SELL
$44.02 - $45.59 $617,732 - $639,764
-14,033 Reduced 43.85%
17,972 $793,000
Q1 2023

Apr 25, 2023

BUY
$43.57 - $45.9 $286,211 - $301,517
6,569 Added 25.83%
32,005 $1.44 Million
Q4 2022

Feb 01, 2023

BUY
$42.11 - $45.11 $169,240 - $181,297
4,019 Added 18.77%
25,436 $1.12 Million
Q3 2022

Oct 17, 2022

BUY
$43.21 - $47.71 $474,575 - $523,998
10,983 Added 105.26%
21,417 $929,000
Q2 2022

Jul 18, 2022

SELL
$45.24 - $49.52 $544,011 - $595,478
-12,025 Reduced 53.54%
10,434 $483,000
Q1 2022

Apr 18, 2022

BUY
$49.18 - $52.9 $1.1 Million - $1.19 Million
22,459 New
22,459 $1.11 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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