Capital Investment Advisory Services’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 | $518K | Buy |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $161K | Sell |
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|
2023
Q1 | $174K | Buy |
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|
2022
Q4 | $58.7K | Sell |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $904K | Buy |
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|
2021
Q4 | $918K | Buy |
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|
2021
Q3 | $636K | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $390K | Buy |
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|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $6K | Buy |
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