Golden State Wealth 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
Q3
$803K Sell
2025
Q2
$2.27M Sell
2025
Q1
$2.36M Sell
2024
Q4
$2.79M Buy
2022
Q1
$971K Sell
2021
Q4
$1.25M Buy
2021
Q3
$204K Buy