Clarity Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
19,290
-20,729
| -52% | -$910K | 0.3% | 36 |
|
|
2025
Q1 | $1.75M | Sell |
40,019
-16,675
| -29% | -$731K | 0.71% | 29 |
|
|
2024
Q4 | $2.44M | Sell |
56,694
-8,104
| -13% | -$348K | 1.26% | 20 |
|
|
2024
Q3 | $2.93M | Buy |
64,798
+4,570
| +8% | +$207K | 1.73% | 16 |
|
|
2024
Q2 | $2.59M | Sell |
60,228
-1,349
| -2% | -$58.1K | 1.59% | 18 |
|
|
2024
Q1 | $2.68M | Buy |
61,577
+7,936
| +15% | +$346K | 1.77% | 15 |
|
|
2023
Q4 | $2.39M | Buy |
+53,641
| New | +$2.39M | 1.68% | 18 |
|