GFG
Goldstone Financial Group’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+4,613
| New | +$202K | 0.03% | 202 |
|
2023
Q4 | – | Sell |
-29,205
| Closed | -$1.23M | – | 163 |
|
2023
Q3 | $1.23M | Buy |
29,205
+3,403
| +13% | +$143K | 0.36% | 54 |
|
2023
Q2 | $1.14M | Buy |
25,802
+9,146
| +55% | +$404K | 0.34% | 57 |
|
2023
Q1 | $751K | Buy |
+16,656
| New | +$751K | 0.25% | 69 |
|