CAPTRUST Financial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $4.26M | Sell |
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|
2022
Q1 | $5.98M | Sell |
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|
2021
Q4 | $13M | Sell |
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|
2021
Q3 | $24.2M | Buy |
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|
2021
Q2 | $8.62M | Buy |
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|
2021
Q1 | $5.87M | Buy |
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|
2020
Q4 | $996K | Buy |
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