Hcr Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Hcr Wealth Advisors holds 33,601 shares of FIXD stock, worth $1.45 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

33,601

Previous 37,202 9.68%

Holding current value

$1.45 Million

Previous $1.68 Million 14.26%

% of portfolio

0.18%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$42.84 - $45.38 $154,266 - $163,413	-3,601 Reduced 9.68%	33,601 $1.44 Million
Q3 2024 Oct 10, 2024	SELL	$42.87 - $45.76 $211,349 - $225,596	-4,930 Reduced 11.7%	37,202 $1.68 Million
Q2 2024 Aug 06, 2024	SELL	$42.01 - $43.6 $198,119 - $205,617	-4,716 Reduced 10.07%	42,132 $1.81 Million
Q1 2024 May 10, 2024	SELL	$43.25 - $44.65 $500,618 - $516,823	-11,575 Reduced 19.81%	46,848 $2.04 Million
Q4 2023 Feb 09, 2024	BUY	$40.92 - $44.8 $618,383 - $677,017	15,112 Added 34.89%	58,423 $2.61 Million
Q3 2023 Oct 20, 2023	SELL	$41.98 - $44.5 $5,457 - $5,785	-130 Reduced 0.3%	43,311 $1.82 Million
Q2 2023 Aug 09, 2023	SELL	$44.02 - $45.59 $151,604 - $157,011	-3,444 Reduced 7.35%	43,441 $1.92 Million
Q1 2023 May 12, 2023	BUY	$43.57 - $45.9 $17,863 - $18,819	410 Added 0.88%	46,885 $2.11 Million
Q4 2022 Feb 13, 2023	BUY	$42.11 - $45.11 $17,222 - $18,449	409 Added 0.89%	46,475 $2.04 Million
Q3 2022 Nov 07, 2022	SELL	$43.21 - $47.71 $283,025 - $312,500	-6,550 Reduced 12.45%	46,066 $2.01 Million
Q2 2022 Aug 12, 2022	SELL	$45.24 - $49.52 $236,876 - $259,286	-5,236 Reduced 9.05%	52,616 $2.44 Million
Q1 2022 May 05, 2022	SELL	$49.18 - $52.9 $4,180 - $4,496	-85 Reduced 0.15%	57,852 $2.87 Million
Q4 2021 Feb 04, 2022	BUY	$52.94 - $53.71 $182,113 - $184,762	3,440 Added 6.31%	57,937 $3.08 Million
Q3 2021 Nov 02, 2021	BUY	$53.5 - $54.31 $674,367 - $684,577	12,605 Added 30.09%	54,497 $2.92 Million
Q2 2021 Jul 21, 2021	BUY	$52.93 - $53.72 $115,916 - $117,646	2,190 Added 5.52%	41,892 $2.25 Million
Q1 2021 May 13, 2021	BUY	$52.76 - $54.76 $71,595 - $74,309	1,357 Added 3.54%	39,702 $2.1 Million
Q4 2020 Feb 04, 2021	BUY	$54.65 - $55.37 $883,417 - $895,056	16,165 Added 72.88%	38,345 $2.1 Million
Q3 2020 Nov 05, 2020	BUY	$54.84 - $55.79 $345,492 - $351,477	6,300 Added 39.67%	22,180 $1.22 Million
Q1 2020 May 08, 2020	BUY	$49.68 - $54.3 $149,040 - $162,900	3,000 Added 23.29%	15,880 $837,000
Q4 2019 Feb 07, 2020	BUY	$51.59 - $53.1 $664,479 - $683,928	12,880 New	12,880 $667,000

Others Institutions Holding FIXD

# of Institutions

355

Shares Held

100M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors First Tr ETF Viii Tcw Opportun Transaction History