Alpha Financial Advisors’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 | $14.9M | Buy |
340,242
+466
| +0.1% | +$20.5K | 5.77% | 7 |
|
|
2025
Q1 | $14.9M | Sell |
339,776
-41,854
| -11% | -$1.83M | 6.62% | 6 |
|
|
2024
Q4 | $16.4M | Sell |
381,630
-16,875
| -4% | -$725K | 7.42% | 7 |
|
|
2024
Q3 | $18M | Buy |
398,505
+18,272
| +5% | +$827K | 7.98% | 7 |
|
|
2024
Q2 | $16.4M | Sell |
380,233
-2,605
| -0.7% | -$112K | 7.88% | 7 |
|
|
2024
Q1 | $16.7M | Buy |
382,838
+19,689
| +5% | +$858K | 7.87% | 7 |
|
|
2023
Q4 | $16.2M | Sell |
363,149
-237
| -0.1% | -$10.6K | 8.21% | 7 |
|
|
2023
Q3 | $15.3M | Buy |
363,386
+8,752
| +2% | +$368K | 9.68% | 5 |
|
|
2023
Q2 | $15.7M | Buy |
354,634
+13,502
| +4% | +$596K | 9.81% | 5 |
|
|
2023
Q1 | $15.4M | Buy |
341,132
+9,101
| +3% | +$410K | 10.67% | 4 |
|
|
2022
Q4 | $14.6M | Buy |
+332,031
| New | +$14.6M | 12.66% | 2 |
|