Altus Wealth Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $692K | Buy |
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|
2025
Q2 | $596K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.29M | Sell |
|
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $792K | Buy |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $635K | Buy |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $609K | Sell |
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|
2021
Q3 | $635K | Sell |
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|
2021
Q2 | $718K | Sell |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $631K | Buy |
|