Alpha Financial Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Alpha Financial Advisors, LLC

$327 Billion
Q4 2025

A detailed history of Alpha Financial Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 384,721 shares of FIXD stock, worth $17.1 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

384,721

Previous 353,197 8.93%

Holding current value

$17.1 Million

Previous $15.7 Billion 8.68%

% of portfolio

5.21%

Previous 5.52%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$44.38 - $44.96 $1.4 Million - $1.42 Million	31,524 Added 8.93%	384,721 $17.1 Billion
Q3 2025 Nov 12, 2025	BUY	$43.36 - $44.8 $561,728 - $580,384	12,955 Added 3.81%	353,197 $15.7 Billion
Q2 2025 Aug 07, 2025	BUY	$42.72 - $44.24 $19,907 - $20,615	466 Added 0.14%	340,242 $14.9 Billion
Q1 2025 Apr 23, 2025	SELL	$42.4 - $44.11 $1.77 Million - $1.85 Million	-41,854 Reduced 10.97%	339,776 $14.9 Billion
Q4 2024 Jan 21, 2025	SELL	$42.84 - $45.38 $722,925 - $765,787	-16,875 Reduced 4.23%	381,630 $16.4 Billion

Q3 2024 Oct 18, 2024	BUY	$42.87 - $45.76 $783,320 - $836,126	18,272 Added 4.81%	398,505 $18 Billion
Q2 2024 Jul 23, 2024	SELL	$42.01 - $43.6 $109,436 - $113,578	-2,605 Reduced 0.68%	380,233 $16.4 Billion
Q1 2024 Apr 29, 2024	BUY	$43.25 - $44.65 $851,549 - $879,113	19,689 Added 5.42%	382,838 $16.7 Billion
Q4 2023 Feb 05, 2024	SELL	$40.92 - $44.8 $9,698 - $10,617	-237 Reduced 0.07%	363,149 $16.2 Billion
Q3 2023 Oct 26, 2023	BUY	$41.98 - $44.5 $367,408 - $389,464	8,752 Added 2.47%	363,386 $15.3 Billion
Q2 2023 Aug 07, 2023	BUY	$44.02 - $45.59 $594,358 - $615,556	13,502 Added 3.96%	354,634 $15.7 Billion
Q1 2023 Apr 18, 2023	BUY	$43.57 - $45.9 $396,530 - $417,735	9,101 Added 2.74%	341,132 $15.4 Billion
Q4 2022 Apr 18, 2023	BUY	$42.11 - $45.11 $14 Million - $15 Million	332,031 New	332,031 $14.6 Billion

Others Institutions Holding FIXD

# of Institutions

343

Shares Held

69.6M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

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Alpha Financial Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History