First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Creative Planning
Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Creative Planning
from 13F filings
Historical chart of Creative 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $905k | 20k | 44.42 |
| 2025-06-30 | $1.1M | 24k | 43.89 |
| 2025-03-31 | $1.7M | 38k | 43.84 |
| 2024-12-31 | $261k | 6.1k | 42.97 |
| 2024-09-30 | $385k | 8.5k | 45.24 |
| 2024-06-30 | $559k | 13k | 43.05 |
| 2024-03-31 | $576k | 13k | 43.60 |
| 2023-12-31 | $632k | 14k | 44.61 |
| 2023-09-30 | $604k | 14k | 42.06 |
| 2023-06-30 | $933k | 21k | 44.17 |
| 2023-03-31 | $810k | 18k | 45.06 |
| 2022-12-31 | $1.8M | 42k | 43.92 |
| 2022-09-30 | $3.4M | 79k | 43.55 |
| 2022-06-30 | $5.1M | 110k | 46.37 |
| 2022-03-31 | $7.2M | 145k | 49.58 |
| 2021-12-31 | $12M | 230k | 53.21 |
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