Genesee Capital Advisors’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 | $219K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $425K | Buy |
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|
2020
Q1 | $328K | Sell |
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|
2019
Q4 | $376K | Buy |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $606K | Buy |
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|
2019
Q1 | $589K | Sell |
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|
2018
Q4 | $927K | Buy |
|