Daymark Wealth Partners’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
Q1
Sell
-5,091
Closed -$219K 507
2024
Q4
$219K Buy
5,091
+46
+0.9% +$1.98K 0.01% 468
2024
Q3
$228K Buy
+5,045
New +$228K 0.01% 484