Wealth Enhancement Advisory Services, LLC First Tr ETF Viii Tcw Opportun Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 51,658 shares of FIXD stock, worth $2.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

51,658

Previous 47,288 9.24%

Holding current value

$2.23 Million

Previous $2.03 Million 11.47%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$42.4 - $44.11 $185,288 - $192,760	4,370 Added 9.24%	51,658 $2.26 Million
Q4 2024 Mar 17, 2025	BUY	$42.84 - $45.38 $733,806 - $777,314	17,129 Added 56.8%	47,288 $2.03 Million
Q3 2024 Oct 23, 2024	SELL	$42.87 - $45.76 $5.21 Million - $5.56 Million	-121,480 Reduced 80.11%	30,159 $1.36 Million
Q2 2024 Jul 16, 2024	SELL	$42.01 - $43.6 $322,804 - $335,022	-7,684 Reduced 4.82%	151,639 $6.53 Million
Q1 2024 Apr 15, 2024	SELL	$43.25 - $44.65 $3.33 Million - $3.44 Million	-76,971 Reduced 32.57%	159,323 $6.95 Million
Q4 2023 Jan 30, 2024	BUY	$40.92 - $44.8 $8.1 Million - $8.86 Million	197,849 Added 514.63%	236,294 $10.5 Million
Q3 2023 Nov 13, 2023	BUY	$41.98 - $44.5 $859,456 - $911,048	20,473 Added 113.92%	38,445 $1.62 Million
Q2 2023 Jul 21, 2023	SELL	$44.02 - $45.59 $617,732 - $639,764	-14,033 Reduced 43.85%	17,972 $793,000
Q1 2023 Apr 25, 2023	BUY	$43.57 - $45.9 $286,211 - $301,517	6,569 Added 25.83%	32,005 $1.44 Million
Q4 2022 Feb 01, 2023	BUY	$42.11 - $45.11 $169,240 - $181,297	4,019 Added 18.77%	25,436 $1.12 Million
Q3 2022 Oct 17, 2022	BUY	$43.21 - $47.71 $474,575 - $523,998	10,983 Added 105.26%	21,417 $929,000
Q2 2022 Jul 18, 2022	SELL	$45.24 - $49.52 $544,011 - $595,478	-12,025 Reduced 53.54%	10,434 $483,000
Q1 2022 Apr 18, 2022	BUY	$49.18 - $52.9 $1.1 Million - $1.19 Million	22,459 New	22,459 $1.11 Million

Others Institutions Holding FIXD

# of Institutions

374

Shares Held

92.7M

Call Options Held

8.5K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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Wealth Enhancement Advisory Services, LLC First Tr ETF Viii Tcw Opportun Transaction History