Columbia Advisory Partners’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 | $1.47M | Sell |
33,485
-2,288
| -6% | -$100K | 1.11% | 17 |
|
|
2025
Q1 | $1.57M | Sell |
35,773
-435
| -1% | -$19.1K | 1.36% | 17 |
|
|
2024
Q4 | $1.56M | Buy |
36,208
+2,158
| +6% | +$92.7K | 1.45% | 15 |
|
|
2024
Q3 | $1.54M | Sell |
34,050
-3,938
| -10% | -$178K | 1.46% | 12 |
|
|
2024
Q2 | $1.64M | Buy |
37,988
+10,161
| +37% | +$437K | 1.6% | 12 |
|
|
2024
Q1 | $1.21M | Buy |
27,827
+5,367
| +24% | +$234K | 1.23% | 13 |
|
|
2023
Q4 | $1M | Buy |
22,460
+212
| +1% | +$9.46K | 1.03% | 16 |
|
|
2023
Q3 | $936K | Buy |
22,248
+11,503
| +107% | +$484K | 1.02% | 15 |
|
|
2023
Q2 | $475K | Buy |
+10,745
| New | +$475K | 0.51% | 30 |
|