Betterment LLC’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 | $3.27M | Buy |
74,432
+2,468
| +3% | +$108K | 0.01% | 174 |
|
|
2025
Q1 | $3.16M | Sell |
71,964
-18,535
| -20% | -$813K | 0.01% | 171 |
|
|
2024
Q4 | $3.89M | Buy |
90,499
+14,848
| +20% | +$638K | 0.01% | 151 |
|
|
2024
Q3 | $3.42M | Buy |
75,651
+314
| +0.4% | +$14.2K | 0.01% | 142 |
|
|
2024
Q2 | $3.24M | Buy |
75,337
+3,529
| +5% | +$152K | 0.01% | 136 |
|
|
2024
Q1 | $3.13M | Buy |
71,808
+6,755
| +10% | +$295K | 0.01% | 124 |
|
|
2023
Q4 | $2.9M | Buy |
65,053
+3,247
| +5% | +$145K | 0.01% | 114 |
|
|
2023
Q3 | $2.6M | Buy |
61,806
+9,497
| +18% | +$400K | 0.01% | 112 |
|
|
2023
Q2 | $2.31M | Buy |
52,309
+4,450
| +9% | +$197K | 0.01% | 112 |
|
|
2023
Q1 | $2.16M | Buy |
47,859
+1,229
| +3% | +$55.4K | 0.01% | 116 |
|
|
2022
Q4 | $2.05M | Buy |
46,630
+2,014
| +5% | +$88.5K | 0.01% | 116 |
|
|
2022
Q3 | $2.07M | Hold |
44,616
| – | – | 0.01% | 116 |
|
|
2022
Q2 | $2.07M | Sell |
44,616
-193
| -0.4% | -$8.95K | 0.01% | 116 |
|
|
2022
Q1 | $2.22M | Sell |
44,809
-2,040
| -4% | -$101K | 0.01% | 117 |
|
|
2021
Q4 | $2.49M | Buy |
46,849
+12,738
| +37% | +$678K | 0.01% | 112 |
|
|
2021
Q3 | $1.83M | Buy |
34,111
+16,913
| +98% | +$906K | 0.01% | 116 |
|
|
2021
Q2 | $922K | Buy |
+17,198
| New | +$922K | ﹤0.01% | 124 |
|