B. Riley 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
2022
Q1
Sell
2021
Q4
$675K Sell
2021
Q3
$1.08M Buy
2021
Q2
$1.08M Sell
2021
Q1
$1.3M Buy
2020
Q4
$1.25M Buy
2020
Q3
$1.1M Buy
2020
Q2
$254K Buy