Bison Wealth’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
2024
Q4
$2M Sell
2024
Q3
$2.19M Sell
2024
Q2
$2.29M Hold
2024
Q1
$2.29M Buy
2023
Q4
$2.27M Buy
2022
Q3
Sell
2022
Q2
$13K Sell
2022
Q1
$19K Buy
2021
Q4
Sell
2021
Q3
$294K Sell
2021
Q2
$569K Buy
2021
Q1
$406K Buy
2020
Q4
$257K Buy