BlackDiamond Wealth 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 | – | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $262K | Sell |
|
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $3.3M | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $1.53M | Buy |
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