Axxcess Wealth Management’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
Q2 | $5.55M | Sell |
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|
2025
Q1 | $19.8M | Sell |
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|
2024
Q4 | $26M | Buy |
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|
2024
Q3 | $26.9M | Buy |
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|
2024
Q2 | $24.6M | Buy |
|
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|
2024
Q1 | $23.1M | Buy |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $3.23M | Buy |
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|
2023
Q1 | $1.8M | Buy |
|
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.65M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $3.22M | Buy |
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