A detailed history of Kowal Investment Group, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Kowal Investment Group, LLC holds 18,085 shares of FIXD stock, worth $775,484. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,085
Previous 19,258 6.09%
Holding current value
$775,484
Previous $829,000 1.33%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 16, 2024

SELL
$42.87 - $45.76 $50,286 - $53,676
-1,173 Reduced 6.09%
18,085 $818,000
Q2 2024

Aug 13, 2024

SELL
$42.01 - $43.6 $36,548 - $37,932
-870 Reduced 4.32%
19,258 $829,000
Q1 2024

Apr 18, 2024

SELL
$43.25 - $44.65 $47,185 - $48,713
-1,091 Reduced 5.14%
20,128 $877,000
Q4 2023

Jan 22, 2024

SELL
$40.92 - $44.8 $239,750 - $262,483
-5,859 Reduced 21.64%
21,219 $946,000
Q3 2023

Oct 25, 2023

SELL
$41.98 - $44.5 $234,794 - $248,888
-5,593 Reduced 17.12%
27,078 $1.14 Million
Q2 2023

Jul 18, 2023

SELL
$44.02 - $45.59 $1.24 Million - $1.29 Million
-28,200 Reduced 46.33%
32,671 $1.44 Million
Q1 2023

Apr 21, 2023

SELL
$43.57 - $45.9 $11 Million - $11.6 Million
-252,254 Reduced 80.56%
60,871 $2.74 Million
Q4 2022

Jan 25, 2023

SELL
$42.11 - $45.11 $24.3 Million - $26.1 Million
-577,858 Reduced 64.86%
313,125 $0
Q3 2022

Nov 09, 2022

SELL
$43.21 - $47.71 $4.18 Million - $4.61 Million
-96,712 Reduced 9.79%
890,983 $38.8 Million
Q2 2022

Aug 15, 2022

SELL
$45.24 - $49.52 $582,419 - $637,520
-12,874 Reduced 1.29%
987,695 $45.8 Million
Q1 2022

Apr 15, 2022

BUY
$49.18 - $52.9 $69,196 - $74,430
1,407 Added 0.14%
1,000,569 $49.6 Million
Q4 2021

Feb 11, 2022

BUY
$52.94 - $53.71 $2.42 Million - $2.46 Million
45,746 Added 4.8%
999,162 $53.2 Million
Q3 2021

Nov 12, 2021

BUY
$53.5 - $54.31 $3.55 Million - $3.6 Million
66,334 Added 7.48%
953,416 $51.1 Million
Q2 2021

Aug 12, 2021

BUY
$52.93 - $53.72 $5.27 Million - $5.34 Million
99,488 Added 12.63%
887,082 $47.6 Million
Q1 2021

May 12, 2021

BUY
$52.76 - $54.76 $8.64 Million - $8.97 Million
163,758 Added 26.25%
787,594 $41.6 Million
Q4 2020

Feb 19, 2021

BUY
$54.65 - $55.37 $34.1 Million - $34.5 Million
623,836 New
623,836 $33.8 Million

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


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