Creative Planning’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 | $1.06M | Sell |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $559K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $632K | Sell |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $933K | Buy |
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|
2023
Q1 | $810K | Sell |
|
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $5.12M | Sell |
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|
2022
Q1 | $7.21M | Sell |
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|
2021
Q4 | $12.2M | Buy |
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