Betterment LLC’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 | $3.02M | Sell |
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|
2025
Q2 | $3.27M | Buy |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $3.13M | Buy |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $2.16M | Buy |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $2.07M | Hold |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $922K | Buy |
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