Heron Financial Group’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
2023 Q2	$579K	Sell	13,110 -1,140	-8%	-$50.4K	0.31%	71
2023 Q1	$642K	Buy	14,250 +9,225	+184%	+$416K	0.35%	63
2022 Q4	$223K	Buy	+5,025	New	+$223K	0.15%	118