Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,555
| Closed | -$591K | – | 125 |
|
|
2024
Q1 | $591K | Sell |
13,555
-780
| -5% | -$34K | 0.24% | 63 |
|
|
2023
Q4 | $639K | Sell |
14,335
-26,995
| -65% | -$1.2M | 0.28% | 61 |
|
|
2023
Q3 | $1.74M | Sell |
41,330
-22,154
| -35% | -$932K | 0.87% | 30 |
|
|
2023
Q2 | $2.8M | Sell |
63,484
-21,434
| -25% | -$947K | 1.31% | 20 |
|
|
2023
Q1 | $3.83M | Buy |
+84,918
| New | +$3.83M | 1.82% | 15 |
|