Comprehensive Financial Consultants Institutional’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 | $788K | Sell |
17,957
-449
| -2% | -$19.7K | 0.26% | 112 |
|
|
2025
Q1 | $807K | Buy |
18,406
+132
| +0.7% | +$5.79K | 0.29% | 103 |
|
|
2024
Q4 | $785K | Buy |
18,274
+106
| +0.6% | +$4.56K | 0.29% | 102 |
|
|
2024
Q3 | $822K | Buy |
18,168
+3,071
| +20% | +$139K | 0.3% | 102 |
|
|
2024
Q2 | $650K | Sell |
15,097
-1
| -0% | -$43 | 0.25% | 106 |
|
|
2024
Q1 | $658K | Buy |
15,098
+185
| +1% | +$8.07K | 0.27% | 105 |
|
|
2023
Q4 | $665K | Buy |
14,913
+101
| +0.7% | +$4.51K | 0.31% | 102 |
|
|
2023
Q3 | $623K | Buy |
14,812
+980
| +7% | +$41.2K | 0.33% | 99 |
|
|
2023
Q2 | $613K | Sell |
13,832
-761
| -5% | -$33.7K | 0.32% | 103 |
|
|
2023
Q1 | $658K | Sell |
14,593
-1,872
| -11% | -$84.4K | 0.37% | 95 |
|
|
2022
Q4 | $750K | Sell |
16,465
-549
| -3% | -$25K | 0.45% | 86 |
|
|
2022
Q3 | $728K | Sell |
17,014
-1,151
| -6% | -$49.2K | 0.48% | 80 |
|
|
2022
Q2 | $846K | Sell |
18,165
-293
| -2% | -$13.6K | 0.6% | 67 |
|
|
2022
Q1 | $866K | Sell |
18,458
-356
| -2% | -$16.7K | 0.6% | 66 |
|
|
2021
Q4 | $960K | Buy |
+18,814
| New | +$960K | 0.62% | 59 |
|