Defined Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.37M | Buy |
|
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|
2023
Q1 | $736K | Sell |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $598K | Sell |
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|
2022
Q1 | $663K | Sell |
|
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $1.19M | Buy |
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