Core Wealth Partners’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
Q2
$2.28M Buy
2025
Q1
$916K Buy
2024
Q4
$411K Sell
2024
Q3
$458K Sell
2024
Q2
$698K Sell
2024
Q1
$1.04M Buy
2023
Q4
$605K Buy
2023
Q3
$209K Hold
2023
Q2
$220K Hold
2023
Q1
$224K Buy