Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-484
| Closed | -$24K | – | 159 |
|
|
2022
Q1 | $24K | Sell |
484
-5,930
| -92% | -$294K | ﹤0.01% | 82 |
|
|
2021
Q4 | $341K | Sell |
6,414
-1,922
| -23% | -$102K | 0.06% | 29 |
|
|
2021
Q3 | $446K | Hold |
8,336
| – | – | 0.08% | 29 |
|
|
2021
Q2 | $447K | Sell |
8,336
-7,502
| -47% | -$402K | 0.08% | 30 |
|
|
2021
Q1 | $838K | Sell |
15,838
-1,041,559
| -99% | -$55.1M | 0.17% | 31 |
|
|
2020
Q4 | $57.9M | Buy |
1,057,397
+89,542
| +9% | +$4.9M | 8.66% | 5 |
|
|
2020
Q3 | $53.4M | Buy |
967,855
+567,947
| +142% | +$31.3M | 8.6% | 5 |
|
|
2020
Q2 | $21.9M | Buy |
+399,908
| New | +$21.9M | 4.44% | 6 |
|