Farther Finance Advisors’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 | $2.7M | Sell |
61,514
-14,142
| -19% | -$621K | 0.05% | 291 |
|
|
2025
Q1 | $3.33M | Buy |
75,656
+441
| +0.6% | +$19.4K | 0.08% | 213 |
|
|
2024
Q4 | $3.23M | Buy |
75,215
+50,567
| +205% | +$2.17M | 0.12% | 149 |
|
|
2024
Q3 | $1.12M | Buy |
24,648
+17,164
| +229% | +$777K | 0.04% | 319 |
|
|
2024
Q2 | $321K | Buy |
7,484
+42
| +0.6% | +$1.8K | 0.02% | 647 |
|
|
2024
Q1 | $322K | Buy |
7,442
+3,934
| +112% | +$170K | 0.02% | 515 |
|
|
2023
Q4 | $156K | Sell |
3,508
-3,105
| -47% | -$139K | 0.01% | 639 |
|
|
2023
Q3 | $278K | Sell |
6,613
-766
| -10% | -$32.2K | 0.04% | 311 |
|
|
2023
Q2 | $326K | Sell |
7,379
-33
| -0.4% | -$1.46K | 0.07% | 226 |
|
|
2023
Q1 | $334K | Buy |
7,412
+171
| +2% | +$7.71K | 0.1% | 187 |
|
|
2022
Q4 | $318K | Buy |
+7,241
| New | +$318K | 0.12% | 165 |
|