Hilltop Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-41,123
| Closed | -$1.79M | – | 101 |
|
2024
Q1 | $1.79M | Buy |
41,123
+4,674
| +13% | +$204K | 0.64% | 20 |
|
2023
Q4 | $1.63M | Buy |
36,449
+1,595
| +5% | +$71.1K | 0.64% | 22 |
|
2023
Q3 | $1.47M | Sell |
34,854
-8,604
| -20% | -$362K | 0.62% | 25 |
|
2023
Q2 | $1.92M | Buy |
43,458
+3,128
| +8% | +$138K | 0.8% | 22 |
|
2023
Q1 | $1.82M | Buy |
40,330
+4,487
| +13% | +$202K | 0.82% | 26 |
|
2022
Q4 | $1.57M | Buy |
+35,843
| New | +$1.57M | 0.84% | 19 |
|