FGAM
Financial Gravity Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-718
| Closed | -$32K | – | 1834 |
|
2024
Q1 | $32K | Hold |
718
| – | – | ﹤0.01% | 456 |
|
2023
Q4 | $32K | Buy |
+718
| New | +$32K | ﹤0.01% | 628 |
|
2022
Q2 | – | Sell |
-182
| Closed | -$9 | – | 775 |
|
2022
Q1 | $9 | Buy |
+182
| New | +$9 | ﹤0.01% | 780 |
|
2021
Q1 | – | Sell |
-34
| Closed | -$2K | – | 831 |
|
2020
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 315 |
|