Comprehensive Financial Consultants Institutional’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
Q3 | $798K | Buy |
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|
2025
Q2 | $788K | Sell |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $785K | Buy |
|
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|
2024
Q3 | $822K | Buy |
|
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $613K | Sell |
|
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $960K | Buy |
|