Brendel Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-23,079
| Closed | -$1.27M | – | 82 |
|
|
2020
Q3 | $1.27M | Buy |
23,079
+4,380
| +23% | +$241K | 1.02% | 34 |
|
|
2020
Q2 | $1.03M | Buy |
18,699
+4,136
| +28% | +$227K | 0.88% | 39 |
|
|
2020
Q1 | $768K | Buy |
14,563
+9,676
| +198% | +$510K | 0.9% | 38 |
|
|
2019
Q4 | $253K | Sell |
4,887
-691
| -12% | -$35.8K | 0.22% | 76 |
|
|
2019
Q3 | $294K | Buy |
+5,578
| New | +$294K | 0.26% | 71 |
|