Harvest Investment Services’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
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.74M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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