DAS
Diversify Advisory Services’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
15,897
-431
| -3% | -$18.9K | 0.03% | 426 |
|
|
2025
Q1 | $715K | Sell |
16,328
-2,814
| -15% | -$123K | 0.04% | 281 |
|
|
2024
Q4 | $813K | Sell |
19,142
-6,413
| -25% | -$272K | 0.04% | 259 |
|
|
2024
Q3 | $1.12M | Hold |
25,555
| – | – | 0.06% | 238 |
|
|
2024
Q2 | $1.11M | Sell |
25,555
-5,986
| -19% | -$260K | 0.06% | 227 |
|
|
2024
Q1 | $1.36M | Buy |
+31,541
| New | +$1.36M | 0.08% | 196 |
|