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 398,505 shares of FIXD stock, worth $17.4 Million. This represents 7.98% of its overall portfolio holdings.

Number of Shares
398,505
Previous 380,233 4.81%
Holding current value
$17.4 Million
Previous $16.4 Billion 10.14%
% of portfolio
7.98%
Previous 7.88%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR ETF VIII TCW OPPORTUN


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