Atria Wealth Solutions’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 | $765K | Sell |
17,423
-118,092
| -87% | -$5.18M | 0.02% | 744 |
|
|
2025
Q1 | $5.94M | Sell |
135,515
-43,863
| -24% | -$1.92M | 0.07% | 291 |
|
|
2024
Q4 | $7.71M | Sell |
179,378
-118,305
| -40% | -$5.08M | 0.08% | 246 |
|
|
2024
Q3 | $13.5M | Buy |
297,683
+26,919
| +10% | +$1.22M | 0.15% | 148 |
|
|
2024
Q2 | $11.7M | Buy |
270,764
+7,068
| +3% | +$304K | 0.13% | 165 |
|
|
2024
Q1 | $11.5M | Sell |
263,696
-30,039
| -10% | -$1.31M | 0.13% | 169 |
|
|
2023
Q4 | $13.1M | Buy |
293,735
+41,719
| +17% | +$1.86M | 0.16% | 134 |
|
|
2023
Q3 | $10.6M | Buy |
252,016
+29,229
| +13% | +$1.23M | 0.15% | 147 |
|
|
2023
Q2 | $9.84M | Buy |
222,787
+16,620
| +8% | +$734K | 0.13% | 157 |
|
|
2023
Q1 | $9.29M | Sell |
206,167
-7,124
| -3% | -$321K | 0.14% | 154 |
|
|
2022
Q4 | $9.37M | Sell |
213,291
-10,404
| -5% | -$457K | 0.15% | 146 |
|
|
2022
Q3 | $9.74M | Buy |
223,695
+53,935
| +32% | +$2.35M | 0.17% | 128 |
|
|
2022
Q2 | $7.87M | Sell |
169,760
-11,427
| -6% | -$530K | 0.15% | 138 |
|
|
2022
Q1 | $8.98M | Buy |
+181,187
| New | +$8.98M | 0.15% | 144 |
|