Cottonwood Capital Advisors’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 | $574K | Buy |
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|
2025
Q2 | $564K | Sell |
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|
2025
Q1 | $580K | Buy |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $741K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.85M | Buy |
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