Forbes Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-134,822
| Closed | -$5.96M | – | 29 |
|
|
2023
Q2 | $5.96M | Sell |
134,822
-354
| -0.3% | -$15.6K | 5.75% | 7 |
|
|
2023
Q1 | $6.09M | Buy |
135,176
+44,593
| +49% | +$2.01M | 5.99% | 7 |
|
|
2022
Q4 | $3.94M | Hold |
90,583
| – | – | 5.74% | 8 |
|
|
2022
Q3 | $3.94M | Buy |
90,583
+28
| +0% | +$1.22K | 5.74% | 8 |
|
|
2022
Q2 | $4.2M | Sell |
90,555
-1,330
| -1% | -$61.7K | 6.02% | 8 |
|
|
2022
Q1 | $4.55M | Sell |
91,885
-4,268
| -4% | -$211K | 5.67% | 9 |
|
|
2021
Q4 | $5.11M | Buy |
+96,153
| New | +$5.11M | 5.04% | 9 |
|