Medallion Wealth Advisors, LLC’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
2026
Q1
$256K Sell
2025
Q4
$313K Buy
2025
Q3
$312K Sell
2025
Q2
$354K Sell
2025
Q1
$467K Sell
2024
Q4
$493K Buy