Guardian Wealth Advisors (North Carolina)’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 | $3.58M | Buy |
81,529
+4,073
| +5% | +$179K | 0.25% | 60 |
|
|
2025
Q1 | $3.4M | Buy |
77,456
+647
| +0.8% | +$28.4K | 0.27% | 58 |
|
|
2024
Q4 | $3.3M | Sell |
76,809
-63,166
| -45% | -$2.71M | 0.26% | 56 |
|
|
2024
Q3 | $6.33M | Buy |
139,975
+8,624
| +7% | +$390K | 0.67% | 24 |
|
|
2024
Q2 | $5.65M | Buy |
131,351
+5,906
| +5% | +$254K | 0.66% | 27 |
|
|
2024
Q1 | $5.47M | Buy |
125,445
+4,641
| +4% | +$202K | 0.67% | 28 |
|
|
2023
Q4 | $5.39M | Buy |
120,804
+3,731
| +3% | +$166K | 0.82% | 21 |
|
|
2023
Q3 | $4.92M | Buy |
+117,073
| New | +$4.92M | 0.84% | 20 |
|