A detailed history of Howard Financial Services, Ltd. transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 306,362 shares of FIXD stock, worth $13.1 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
306,362
Previous 302,210 1.37%
Holding current value
$13.1 Million
Previous $13 Million 6.53%
% of portfolio
2.02%
Previous 2.14%

Shares

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

Oct 08, 2024

BUY
$42.87 - $45.76 $177,996 - $189,995
4,152 Added 1.37%
306,362 $13.9 Million
Q2 2024

Jul 12, 2024

SELL
$42.01 - $43.6 $4.66 Million - $4.84 Million
-110,899 Reduced 26.84%
302,210 $13 Million
Q1 2024

Apr 16, 2024

BUY
$43.25 - $44.65 $830,962 - $857,860
19,213 Added 4.88%
413,109 $18 Million
Q4 2023

Jan 09, 2024

BUY
$40.92 - $44.8 $2.21 Million - $2.42 Million
53,973 Added 15.88%
393,896 $17.6 Million
Q3 2023

Oct 10, 2023

BUY
$41.98 - $44.5 $3.19 Million - $3.39 Million
76,097 Added 28.84%
339,923 $14.3 Million
Q2 2023

Jul 12, 2023

BUY
$44.02 - $45.59 $191,310 - $198,134
4,346 Added 1.67%
263,826 $11.7 Million
Q1 2023

Apr 05, 2023

BUY
$43.57 - $45.9 $1.64 Million - $1.73 Million
37,753 Added 17.03%
259,480 $11.7 Million
Q4 2022

Jan 13, 2023

BUY
$42.11 - $45.11 $5.24 Million - $5.62 Million
124,530 Added 128.12%
221,727 $0
Q3 2022

Oct 12, 2022

BUY
$43.21 - $47.71 $2.86 Million - $3.16 Million
66,180 Added 213.37%
97,197 $4.23 Million
Q2 2022

Jul 18, 2022

SELL
$45.24 - $49.52 $225,249 - $246,560
-4,979 Reduced 13.83%
31,017 $1.44 Million
Q1 2022

Apr 20, 2022

BUY
$49.18 - $52.9 $153,146 - $164,730
3,114 Added 9.47%
35,996 $1.79 Million
Q4 2021

Jan 27, 2022

BUY
$52.94 - $53.71 $655,661 - $665,198
12,385 Added 60.42%
32,882 $1.75 Million
Q3 2021

Nov 01, 2021

BUY
$53.5 - $54.31 $67,891 - $68,919
1,269 Added 6.6%
20,497 $1.1 Million
Q2 2021

Aug 06, 2021

BUY
$52.93 - $53.72 $272,536 - $276,604
5,149 Added 36.57%
19,228 $1.03 Million
Q1 2021

May 03, 2021

SELL
$52.76 - $54.76 $65,633 - $68,121
-1,244 Reduced 8.12%
14,079 $744,000
Q4 2020

Feb 02, 2021

BUY
$54.65 - $55.37 $203,298 - $205,976
3,720 Added 32.06%
15,323 $839,000
Q3 2020

Nov 12, 2020

BUY
$54.84 - $55.79 $20,729 - $21,088
378 Added 3.37%
11,603 $638,000
Q2 2020

Jul 29, 2020

BUY
$52.84 - $54.79 $170,884 - $177,190
3,234 Added 40.47%
11,225 $615,000
Q1 2020

May 05, 2020

SELL
$49.68 - $54.3 $12,270 - $13,412
-247 Reduced 3.0%
7,991 $421,000
Q4 2019

Jan 27, 2020

BUY
$51.59 - $53.1 $424,998 - $437,437
8,238 New
8,238 $427,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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