Capital Planning’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
Q3 | $4.45M | Buy |
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|
2025
Q2 | $4.08M | Buy |
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|
2025
Q1 | $3.88M | Sell |
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|
2024
Q4 | $3.84M | Sell |
|
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|
2024
Q3 | $6.42M | Buy |
|
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|
2024
Q2 | $6.04M | Buy |
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|
2024
Q1 | $6.05M | Buy |
|
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|
2023
Q4 | $5.83M | Buy |
|
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|
2023
Q3 | $4.8M | Buy |
|
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|
2023
Q2 | $5.02M | Sell |
|
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|
2023
Q1 | $5.24M | Buy |
|
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|
2022
Q4 | $5.03M | Sell |
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|
2022
Q3 | $5.83M | Buy |
|
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|
2022
Q2 | $3.31M | Sell |
|
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $10.5M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.5M | Sell |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $12.6M | Buy |
|