HWA
HCR Wealth Advisors’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 | $1.55M | Sell |
35,326
-38
| -0.1% | -$1.67K | 0.18% | 76 |
|
|
2025
Q1 | $1.55M | Buy |
35,364
+1,763
| +5% | +$77.3K | 0.2% | 75 |
|
|
2024
Q4 | $1.44M | Sell |
33,601
-3,601
| -10% | -$155K | 0.18% | 81 |
|
|
2024
Q3 | $1.68M | Sell |
37,202
-4,930
| -12% | -$223K | 0.22% | 71 |
|
|
2024
Q2 | $1.81M | Sell |
42,132
-4,716
| -10% | -$203K | 0.26% | 61 |
|
|
2024
Q1 | $2.04M | Sell |
46,848
-11,575
| -20% | -$505K | 0.31% | 58 |
|
|
2023
Q4 | $2.61M | Buy |
58,423
+15,112
| +35% | +$674K | 0.41% | 42 |
|
|
2023
Q3 | $1.82M | Sell |
43,311
-130
| -0.3% | -$5.47K | 0.4% | 47 |
|
|
2023
Q2 | $1.92M | Sell |
43,441
-3,444
| -7% | -$152K | 0.36% | 58 |
|
|
2023
Q1 | $2.11M | Buy |
46,885
+410
| +0.9% | +$18.5K | 0.42% | 50 |
|
|
2022
Q4 | $2.04M | Buy |
46,475
+409
| +0.9% | +$18K | 0.43% | 51 |
|
|
2022
Q3 | $2.01M | Sell |
46,066
-6,550
| -12% | -$285K | 0.43% | 45 |
|
|
2022
Q2 | $2.44M | Sell |
52,616
-5,236
| -9% | -$243K | 0.49% | 42 |
|
|
2022
Q1 | $2.87M | Sell |
57,852
-85
| -0.1% | -$4.21K | 0.47% | 47 |
|
|
2021
Q4 | $3.08M | Buy |
57,937
+3,440
| +6% | +$183K | 0.48% | 44 |
|
|
2021
Q3 | $2.92M | Buy |
54,497
+12,605
| +30% | +$675K | 0.49% | 47 |
|
|
2021
Q2 | $2.25M | Buy |
41,892
+2,190
| +6% | +$117K | 0.39% | 55 |
|
|
2021
Q1 | $2.1M | Buy |
39,702
+1,357
| +4% | +$71.7K | 0.41% | 53 |
|
|
2020
Q4 | $2.1M | Buy |
38,345
+16,165
| +73% | +$885K | 0.44% | 46 |
|
|
2020
Q3 | $1.22M | Buy |
22,180
+6,300
| +40% | +$347K | 0.28% | 71 |
|
|
2020
Q2 | $871K | Hold |
15,880
| – | – | 0.2% | 76 |
|
|
2020
Q1 | $837K | Buy |
15,880
+3,000
| +23% | +$158K | 0.24% | 72 |
|
|
2019
Q4 | $667K | Buy |
+12,880
| New | +$667K | 0.16% | 86 |
|