First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Capital Planning
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in First Tr Exchng Traded Fd Vi tcw opportunis
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Quarterly reported holdings in First Tr Exchng Traded Fd Vi tcw opportunis by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 100k | 44.42 |
| 2025-06-30 | $4.1M | 93k | 43.89 |
| 2025-03-31 | $3.9M | 89k | 43.84 |
| 2024-12-31 | $3.8M | 89k | 42.97 |
| 2024-09-30 | $6.4M | 142k | 45.24 |
| 2024-06-30 | $6.0M | 140k | 43.05 |
| 2024-03-31 | $6.1M | 139k | 43.60 |
| 2023-12-31 | $5.8M | 131k | 44.61 |
| 2023-09-30 | $4.8M | 114k | 42.06 |
| 2023-06-30 | $5.0M | 114k | 44.17 |
| 2023-03-31 | $5.2M | 116k | 45.06 |
| 2022-12-31 | $5.0M | 115k | 43.92 |
| 2022-09-30 | $5.8M | 134k | 43.54 |
| 2022-06-30 | $3.3M | 71k | 46.37 |
| 2022-03-31 | $10M | 205k | 49.58 |
| 2021-12-31 | $11M | 196k | 53.21 |
| 2021-09-30 | $11M | 197k | 53.55 |
| 2021-06-30 | $11M | 195k | 53.63 |
| 2021-03-31 | $13M | 237k | 52.83 |
| 2020-12-31 | $13M | 230k | 54.73 |
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