GWP
Gateway Wealth Partners’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 | $1.28M | Sell |
29,051
-20,647
| -42% | -$906K | 0.24% | 101 |
|
|
2025
Q1 | $2.18M | Sell |
49,698
-30,620
| -38% | -$1.34M | 0.49% | 59 |
|
|
2024
Q4 | $3.45M | Sell |
80,318
-2,039
| -2% | -$87.6K | 0.89% | 27 |
|
|
2024
Q3 | $3.73M | Buy |
82,357
+1,316
| +2% | +$59.5K | 1.03% | 23 |
|
|
2024
Q2 | $3.49M | Sell |
81,041
-48,428
| -37% | -$2.08M | 1.05% | 21 |
|
|
2024
Q1 | $5.64M | Buy |
129,469
+12,951
| +11% | +$565K | 2.03% | 6 |
|
|
2023
Q4 | $5.2M | Buy |
116,518
+14,086
| +14% | +$628K | 2.09% | 8 |
|
|
2023
Q3 | $4.31M | Buy |
102,432
+20,647
| +25% | +$868K | 0.78% | 26 |
|
|
2023
Q2 | $3.61M | Buy |
81,785
+23,393
| +40% | +$1.03M | 0.65% | 34 |
|
|
2023
Q1 | $2.63M | Buy |
58,392
+16,310
| +39% | +$735K | 0.4% | 44 |
|
|
2022
Q4 | $1.85M | Buy |
+42,082
| New | +$1.85M | 0.32% | 48 |
|