A detailed history of Western Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Western Wealth Management, LLC holds 33,847 shares of FIXD stock, worth $1.46 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
33,847
Previous 31,128 8.73%
Holding current value
$1.46 Million
Previous $1.34 Million 14.25%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 12, 2024

BUY
$42.87 - $45.76 $116,563 - $124,421
2,719 Added 8.73%
33,847 $1.53 Million
Q2 2024

Jul 19, 2024

SELL
$42.01 - $43.6 $60,788 - $63,089
-1,447 Reduced 4.44%
31,128 $1.34 Million
Q1 2024

May 02, 2024

BUY
$43.25 - $44.65 $386,914 - $399,438
8,946 Added 37.86%
32,575 $1.42 Million
Q4 2023

Jan 31, 2024

SELL
$40.92 - $44.8 $121,696 - $133,235
-2,974 Reduced 11.18%
23,629 $1.05 Million
Q3 2023

Nov 07, 2023

SELL
$41.98 - $44.5 $248,773 - $263,707
-5,926 Reduced 18.22%
26,603 $1.12 Million
Q2 2023

Aug 30, 2023

BUY
$44.02 - $45.59 $26,764 - $27,718
608 Added 1.9%
32,529 $1.44 Million
Q1 2023

Aug 30, 2023

BUY
$43.57 - $45.9 $468,900 - $493,975
10,762 Added 50.86%
31,921 $1.44 Million
Q4 2022

Feb 02, 2023

SELL
$42.11 - $45.11 $17,686 - $18,946
-420 Reduced 1.95%
21,159 $929,000
Q3 2022

Nov 04, 2022

SELL
$43.21 - $47.71 $12,401 - $13,692
-287 Reduced 1.31%
21,579 $940,000
Q2 2022

Jul 18, 2022

SELL
$45.24 - $49.52 $292,069 - $319,701
-6,456 Reduced 22.8%
21,866 $1.01 Million
Q1 2022

May 10, 2022

BUY
$49.18 - $52.9 $621,881 - $668,920
12,645 Added 80.66%
28,322 $1.4 Million
Q4 2021

Feb 14, 2022

SELL
$52.94 - $53.71 $388,526 - $394,177
-7,339 Reduced 31.89%
15,677 $836,000
Q2 2021

Aug 09, 2021

SELL
$52.93 - $53.72 $183,031 - $185,763
-3,458 Reduced 13.06%
23,016 $1.24 Million
Q1 2021

May 14, 2021

SELL
$52.76 - $54.76 $316 - $328
-6 Reduced 0.02%
26,474 $1.4 Million
Q4 2020

Feb 10, 2021

BUY
$54.65 - $55.37 $645,635 - $654,141
11,814 Added 80.55%
26,480 $1.45 Million
Q3 2020

Oct 27, 2020

BUY
$54.84 - $55.79 $804,283 - $818,216
14,666 New
14,666 $807,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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