EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $65.8K | Hold |
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|
2024
Q4 | $64.5K | Hold |
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|
2024
Q3 | $67.9K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $97.3K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $104K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $21K | Buy |
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