A detailed history of Kingsview Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 68,531 shares of FIXD stock, worth $2.94 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
68,531
Previous 66,502 3.05%
Holding current value
$2.94 Million
Previous $2.86 Million 8.32%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$42.87 - $45.76 $86,983 - $92,847
2,029 Added 3.05%
68,531 $3.1 Million
Q2 2024

Aug 14, 2024

BUY
$42.01 - $43.6 $734,754 - $762,564
17,490 Added 35.69%
66,502 $2.86 Million
Q1 2024

May 09, 2024

SELL
$43.25 - $44.65 $162,360 - $167,616
-3,754 Reduced 7.11%
49,012 $2.14 Million
Q4 2023

Feb 08, 2024

BUY
$40.92 - $44.8 $12,357 - $13,529
302 Added 0.58%
52,766 $2.35 Million
Q3 2023

Nov 07, 2023

BUY
$41.98 - $44.5 $132,195 - $140,130
3,149 Added 6.39%
52,464 $2.21 Million
Q2 2023

Aug 10, 2023

BUY
$44.02 - $45.59 $276,753 - $286,624
6,287 Added 14.61%
49,315 $2.18 Million
Q1 2023

May 15, 2023

BUY
$43.57 - $45.9 $66,226 - $69,768
1,520 Added 3.66%
43,028 $1.94 Million
Q4 2022

Feb 13, 2023

SELL
$42.11 - $45.11 $151,048 - $161,809
-3,587 Reduced 7.95%
41,508 $1.82 Million
Q3 2022

Nov 14, 2022

SELL
$43.21 - $47.71 $122,802 - $135,591
-2,842 Reduced 5.93%
45,095 $1.96 Million
Q2 2022

Aug 16, 2022

SELL
$45.24 - $49.52 $755,055 - $826,488
-16,690 Reduced 25.83%
47,937 $2.22 Million
Q1 2022

Feb 08, 2024

SELL
$49.18 - $52.9 $317,014 - $340,993
-6,446 Reduced 12.22%
46,320 $2.3 Million
Q4 2021

Feb 17, 2022

BUY
$52.94 - $53.71 $172,796 - $175,309
3,264 Added 5.32%
64,627 $3.44 Million
Q3 2021

Dec 03, 2021

BUY
$53.5 - $54.31 $541,099 - $549,291
10,114 Added 19.74%
61,363 $3.29 Million
Q2 2021

Aug 17, 2021

BUY
$52.93 - $53.72 $19,160 - $19,446
362 Added 0.71%
51,249 $2.75 Million
Q1 2021

May 24, 2021

SELL
$52.76 - $54.76 $255,991 - $265,695
-4,852 Reduced 8.7%
50,887 $2.69 Million
Q4 2020

Feb 16, 2021

BUY
$54.65 - $55.37 $86,401 - $87,539
1,581 Added 2.92%
55,739 $3.05 Million
Q3 2020

Nov 19, 2020

BUY
$54.84 - $55.79 $1.51 Million - $1.54 Million
27,545 Added 103.5%
54,158 $2.98 Million
Q2 2020

Aug 14, 2020

BUY
$52.84 - $54.79 $645,440 - $669,259
12,215 Added 84.84%
26,613 $1.46 Million
Q1 2020

May 11, 2020

BUY
$49.68 - $54.3 $74,768 - $81,721
1,505 Added 11.67%
14,398 $759,000
Q4 2019

Jan 31, 2020

BUY
$51.59 - $53.1 $665,149 - $684,618
12,893 New
12,893 $668,000
Q4 2019

Jan 30, 2020

SELL
$51.59 - $53.1 $303,400 - $312,281
-5,881 Closed
0 $0
Q3 2019

Jan 29, 2020

BUY
$51.56 - $53.21 $303,224 - $312,928
5,881 New
5,881 $310,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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