Bennett Associates Wealth Management’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 | $5.22M | Sell |
119,006
-8,801
| -7% | -$386K | 4.02% | 9 |
|
|
2025
Q1 | $5.6M | Buy |
127,807
+5,065
| +4% | +$222K | 4.62% | 8 |
|
|
2024
Q4 | $5.27M | Buy |
122,742
+18,604
| +18% | +$799K | 4.38% | 8 |
|
|
2024
Q3 | $4.71M | Sell |
104,138
-44,794
| -30% | -$2.03M | 3.86% | 8 |
|
|
2024
Q2 | $6.41M | Buy |
148,932
+11,446
| +8% | +$493K | 5.78% | 4 |
|
|
2024
Q1 | $5.99M | Buy |
137,486
+8,196
| +6% | +$357K | 5.41% | 5 |
|
|
2023
Q4 | $5.77M | Buy |
+129,290
| New | +$5.77M | 5.63% | 5 |
|