CIA
Concurrent Investment Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
63,748
+711
| +1% | +$31.2K | 0.05% | 349 |
|
|
2025
Q1 | $2.76M | Sell |
63,037
-9,956
| -14% | -$436K | 0.07% | 299 |
|
|
2024
Q4 | $3.14M | Sell |
72,993
-11,179
| -13% | -$480K | 0.08% | 235 |
|
|
2024
Q3 | $3.81M | Buy |
84,172
+18,914
| +29% | +$856K | 0.11% | 188 |
|
|
2024
Q2 | $2.81M | Sell |
65,258
-129,983
| -67% | -$5.6M | 0.09% | 215 |
|
|
2024
Q1 | $8.51M | Buy |
195,241
+1,943
| +1% | +$84.7K | 0.34% | 66 |
|
|
2023
Q4 | $8.62M | Buy |
+193,298
| New | +$8.62M | 0.41% | 60 |
|