Clearstead Advisors’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 | $82.5K | Buy |
1,880
+20
| +1% | +$878 | ﹤0.01% | 1116 |
|
|
2025
Q1 | $81.6K | Sell |
1,860
-7,651
| -80% | -$335K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $409K | Sell |
9,511
-59,658
| -86% | -$2.56M | 0.01% | 629 |
|
|
2024
Q3 | $3.13M | Buy |
69,169
+11,577
| +20% | +$524K | 0.05% | 237 |
|
|
2024
Q2 | $2.48M | Buy |
+57,592
| New | +$2.48M | 0.04% | 247 |
|
|
2020
Q4 | – | Sell |
-880
| Closed | -$48K | – | 989 |
|
|
2020
Q3 | $48K | Buy |
+880
| New | +$48K | 0.01% | 472 |
|