Beacon Financial Advisory’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	$254K	Buy	5,782 +82	+1%	+$3.6K	0.07%	300
2025 Q1	$250K	Sell	5,700 -1,322	-19%	-$58K	0.08%	278
2024 Q4	$302K	Hold	7,022	–	–	0.1%	224
2024 Q3	$318K	Buy	7,022 +783	+13%	+$35.4K	0.11%	208
2024 Q2	$269K	Buy	+6,239	New	+$269K	0.1%	228