HL Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-20,914
| Closed | -$1.03M | – | 736 |
|
2018
Q4 | $1.03M | Sell |
20,914
-3,874
| -16% | -$191K | 0.02% | 361 |
|
2018
Q3 | $1.21M | Buy |
24,788
+764
| +3% | +$37.4K | 0.02% | 360 |
|
2018
Q2 | $1.18M | Sell |
24,024
-12
| -0% | -$590 | 0.02% | 341 |
|
2018
Q1 | $1.19M | Sell |
24,036
-13,652
| -36% | -$678K | 0.02% | 332 |
|
2017
Q4 | $1.91M | Buy |
37,688
+3,103
| +9% | +$158K | 0.04% | 221 |
|
2017
Q3 | $1.76M | Buy |
34,585
+1,006
| +3% | +$51.2K | 0.03% | 264 |
|
2017
Q2 | $1.7M | Buy |
+33,579
| New | +$1.7M | 0.03% | 259 |
|