Beacon Financial Advisory’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
$257K Hold
2025
Q2
$254K Buy
2025
Q1
$250K Sell
2024
Q4
$302K Hold
2024
Q3
$318K Buy
2024
Q2
$269K Buy