GeoWealth Management’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 | $265K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $3.09M | Buy |
|
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|
2024
Q2 | $2.22M | Buy |
|
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|
2024
Q1 | $2.03M | Buy |
|
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $15K | Sell |
|
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $12.2M | Buy |
|
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $9.72M | Buy |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $790K | Buy |
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