Clear Creek Financial Management’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 | $682K | Sell |
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|
2025
Q2 | $985K | Buy |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $923K | Buy |
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|
2024
Q3 | $966K | Sell |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $921K | Buy |
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|
2023
Q4 | $904K | Buy |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2.41M | Buy |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.58M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.49M | Buy |
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