CWA
Clarus Wealth Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,369
| Closed | -$397K | – | 101 |
|
|
2024
Q4 | $397K | Sell |
9,369
-174
| -2% | -$7.38K | 0.2% | 84 |
|
|
2024
Q3 | $424K | Sell |
9,543
-110
| -1% | -$4.88K | 0.22% | 82 |
|
|
2024
Q2 | $419K | Sell |
9,653
-584
| -6% | -$25.4K | 0.22% | 81 |
|
|
2024
Q1 | $435K | Buy |
10,237
+130
| +1% | +$5.53K | 0.25% | 82 |
|
|
2023
Q4 | $444K | Buy |
+10,107
| New | +$444K | 0.26% | 77 |
|
|
2023
Q2 | $418K | Sell |
9,631
-208
| -2% | -$9.03K | 0.25% | 80 |
|
|
2023
Q1 | $447K | Buy |
+9,839
| New | +$447K | 0.28% | 76 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$16K | – | 283 |
|
|
2019
Q2 | $16K | Sell |
300
-230
| -43% | -$12.3K | 0.01% | 391 |
|
|
2019
Q1 | $27K | Hold |
530
| – | – | 0.02% | 378 |
|
|
2018
Q4 | $26K | Sell |
530
-70
| -12% | -$3.43K | 0.04% | 359 |
|
|
2018
Q3 | $29K | Buy |
+600
| New | +$29K | 0.02% | 379 |
|