ABLE Financial Group’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Sell |
7,256
-46
| -0.6% | -$2.02K | 0.08% | 152 |
|
2025
Q1 | $320K | Sell |
7,302
-5,233
| -42% | -$229K | 0.09% | 144 |
|
2024
Q4 | $539K | Sell |
12,535
-331
| -3% | -$14.2K | 0.16% | 96 |
|
2024
Q3 | $582K | Buy |
12,866
+1,571
| +14% | +$71.1K | 0.18% | 89 |
|
2024
Q2 | $486K | Sell |
11,295
-847
| -7% | -$36.5K | 0.18% | 95 |
|
2024
Q1 | $529K | Buy |
12,142
+1,388
| +13% | +$60.5K | 0.21% | 85 |
|
2023
Q4 | $480K | Sell |
10,754
-846
| -7% | -$37.7K | 0.21% | 86 |
|
2023
Q3 | $488K | Buy |
11,600
+453
| +4% | +$19.1K | 0.24% | 78 |
|
2023
Q2 | $492K | Buy |
11,147
+3,663
| +49% | +$162K | 0.25% | 70 |
|
2023
Q1 | $337K | Buy |
+7,484
| New | +$337K | 0.22% | 92 |
|