HCR Wealth Advisors’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 | $1.61M | Buy |
|
|||||
|
2025
Q2 | $1.55M | Sell |
|
|||||
|
2025
Q1 | $1.55M | Buy |
|
|||||
|
2024
Q4 | $1.44M | Sell |
|
|||||
|
2024
Q3 | $1.68M | Sell |
|
|||||
|
2024
Q2 | $1.81M | Sell |
|
|||||
|
2024
Q1 | $2.04M | Sell |
|
|||||
|
2023
Q4 | $2.61M | Buy |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $1.92M | Sell |
|
|||||
|
2023
Q1 | $2.11M | Buy |
|
|||||
|
2022
Q4 | $2.04M | Buy |
|
|||||
|
2022
Q3 | $2.01M | Sell |
|
|||||
|
2022
Q2 | $2.44M | Sell |
|
|||||
|
2022
Q1 | $2.87M | Sell |
|
|||||
|
2021
Q4 | $3.08M | Buy |
|
|||||
|
2021
Q3 | $2.92M | Buy |
|
|||||
|
2021
Q2 | $2.25M | Buy |
|
|||||
|
2021
Q1 | $2.1M | Buy |
|
|||||
|
2020
Q4 | $2.1M | Buy |
|
|||||
|
2020
Q3 | $1.22M | Buy |
|
|||||
|
2020
Q2 | $871K | Hold |
|
|||||
|
2020
Q1 | $837K | Buy |
|
|||||
|
2019
Q4 | $667K | Buy |
|