Collaborative Wealth 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
Q2 | $689K | Sell |
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|
2025
Q1 | $902K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $3.42M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.99M | Buy |
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|
2021
Q4 | $4.73M | Buy |
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|
2021
Q1 | $4.47M | Buy |
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