Avestar Capital’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
Q1 | – | Sell |
-12,413
| Closed | -$661K | – | 368 |
|
|
2021
Q4 | $661K | Buy |
12,413
+3,079
| +33% | +$164K | 0.08% | 151 |
|
|
2021
Q3 | $500K | Buy |
9,334
+366
| +4% | +$19.6K | 0.06% | 204 |
|
|
2021
Q2 | $481K | Buy |
8,968
+1,720
| +24% | +$92.3K | 0.06% | 207 |
|
|
2021
Q1 | $385K | Sell |
7,248
-5,227
| -42% | -$278K | 0.09% | 210 |
|
|
2020
Q4 | $683K | Buy |
12,475
+251
| +2% | +$13.7K | 0.19% | 103 |
|
|
2020
Q3 | $672K | Buy |
+12,224
| New | +$672K | 0.22% | 94 |
|