BWA
BlueChip Wealth Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Hold |
13,165
| – | – | 0.26% | 74 |
|
|
2025
Q1 | $577K | Sell |
13,165
-2,119
| -14% | -$92.9K | 0.28% | 73 |
|
|
2024
Q4 | $657K | Buy |
15,284
+4,878
| +47% | +$210K | 0.36% | 60 |
|
|
2024
Q3 | $471K | Hold |
10,406
| – | – | 0.25% | 79 |
|
|
2024
Q2 | $448K | Buy |
+10,406
| New | +$448K | 0.26% | 77 |
|