Bellevue Asset 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 | $729K | Sell |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $8.97M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.03M | Buy |
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $15.3K | Hold |
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|
2023
Q2 | $16K | Buy |
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|
2023
Q1 | $16.1K | Buy |
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|
2022
Q4 | $14.9K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $94K | Buy |
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|
2021
Q1 | $45K | Buy |
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|
2020
Q4 | $9K | Buy |
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