Golden State Wealth Management’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
Q2 | $2.27M | Sell |
51,751
-2,072
| -4% | -$90.9K | 0.28% | 73 |
|
|
2025
Q1 | $2.36M | Sell |
53,823
-11,163
| -17% | -$489K | 0.35% | 60 |
|
|
2024
Q4 | $2.79M | Buy |
+64,986
| New | +$2.79M | 0.42% | 53 |
|
|
2022
Q1 | $971K | Sell |
19,575
-3,939
| -17% | -$195K | 0.19% | 106 |
|
|
2021
Q4 | $1.25M | Buy |
23,514
+19,706
| +517% | +$1.05M | 0.22% | 99 |
|
|
2021
Q3 | $204K | Buy |
+3,808
| New | +$204K | 0.04% | 292 |
|