GGM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.03M | Hold |
23,485
| – | – | 0.57% | 46 |
|
|
2024
Q4 | $1.01M | Hold |
23,485
| – | – | 0.53% | 47 |
|
|
2024
Q3 | $1.06M | Sell |
23,485
-3,225
| -12% | -$146K | 0.46% | 48 |
|
|
2024
Q2 | $1.15M | Hold |
26,710
| – | – | 0.53% | 45 |
|
|
2024
Q1 | $1.15M | Hold |
26,710
| – | – | 0.54% | 45 |
|
|
2023
Q4 | $1.17M | Hold |
26,710
| – | – | 0.48% | 45 |
|
|
2023
Q3 | $1.12M | Hold |
26,710
| – | – | 0.49% | 43 |
|
|
2023
Q2 | $1.17M | Hold |
26,710
| – | – | 0.47% | 43 |
|
|
2023
Q1 | $1.2M | Hold |
26,710
| – | – | 0.69% | 33 |
|
|
2022
Q4 | $1.2M | Hold |
26,710
| – | – | 0.62% | 38 |
|
|
2022
Q3 | $1.14M | Sell |
26,710
-5,805
| -18% | -$247K | 0.61% | 34 |
|
|
2022
Q2 | $1.52M | Hold |
32,515
| – | – | 0.85% | 29 |
|
|
2022
Q1 | $1.55M | Hold |
32,515
| – | – | 0.78% | 30 |
|
|
2021
Q4 | $1.71M | Sell |
32,515
-4,515
| -12% | -$237K | 1.35% | 16 |
|
|
2021
Q3 | $1.97M | Sell |
37,030
-3,615
| -9% | -$192K | 1.56% | 16 |
|
|
2021
Q2 | $2.19M | Sell |
40,645
-3,610
| -8% | -$195K | 1.86% | 13 |
|
|
2021
Q1 | $2.35M | Sell |
44,255
-400
| -0.9% | -$21.3K | 1.88% | 12 |
|
|
2020
Q4 | $2.43M | Buy |
+44,655
| New | +$2.43M | 2.4% | 10 |
|