Cutter & Co Brokerage’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 | – | Sell |
-54,430
| Closed | -$2.39M | – | 53 |
|
|
2025
Q1 | $2.39M | Buy |
54,430
+5,154
| +10% | +$226K | 0.56% | 40 |
|
|
2024
Q4 | $2.12M | Buy |
49,276
+3,955
| +9% | +$170K | 0.52% | 45 |
|
|
2024
Q3 | $2.05M | Buy |
45,321
+1,117
| +3% | +$50.5K | 0.46% | 48 |
|
|
2024
Q2 | $1.9M | Buy |
44,204
+2,248
| +5% | +$96.8K | 0.46% | 45 |
|
|
2024
Q1 | $1.83M | Buy |
41,956
+10,776
| +35% | +$470K | 0.45% | 47 |
|
|
2023
Q4 | $1.39M | Buy |
+31,180
| New | +$1.39M | 0.39% | 49 |
|