Creative Planning’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 | $1.06M | Sell |
24,048
-14,239
| -37% | -$625K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $1.68M | Buy |
38,287
+32,219
| +531% | +$1.41M | ﹤0.01% | 1310 |
|
|
2024
Q4 | $261K | Sell |
6,068
-2,431
| -29% | -$104K | ﹤0.01% | 2772 |
|
|
2024
Q3 | $384K | Sell |
8,499
-4,481
| -35% | -$203K | ﹤0.01% | 2328 |
|
|
2024
Q2 | $559K | Sell |
12,980
-235
| -2% | -$10.1K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $576K | Sell |
13,215
-944
| -7% | -$41.2K | ﹤0.01% | 1743 |
|
|
2023
Q4 | $632K | Sell |
14,159
-195
| -1% | -$8.7K | ﹤0.01% | 1527 |
|
|
2023
Q3 | $604K | Sell |
14,354
-6,760
| -32% | -$284K | ﹤0.01% | 1440 |
|
|
2023
Q2 | $933K | Buy |
21,114
+3,143
| +17% | +$139K | ﹤0.01% | 1161 |
|
|
2023
Q1 | $810K | Sell |
17,971
-23,991
| -57% | -$1.08M | ﹤0.01% | 1185 |
|
|
2022
Q4 | $1.84M | Sell |
41,962
-36,761
| -47% | -$1.61M | ﹤0.01% | 774 |
|
|
2022
Q3 | $3.43M | Sell |
78,723
-31,618
| -29% | -$1.38M | 0.01% | 533 |
|
|
2022
Q2 | $5.12M | Sell |
110,341
-35,034
| -24% | -$1.62M | 0.01% | 442 |
|
|
2022
Q1 | $7.21M | Sell |
145,375
-84,264
| -37% | -$4.18M | 0.01% | 373 |
|
|
2021
Q4 | $12.2M | Buy |
+229,639
| New | +$12.2M | 0.02% | 252 |
|