Iams Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
42,846
-3,334
| -7% | -$146K | 0.86% | 35 |
|
|
2025
Q1 | $2.02M | Sell |
46,180
-128,603
| -74% | -$5.64M | 0.93% | 42 |
|
|
2024
Q4 | $7.51M | Buy |
174,783
+60,289
| +53% | +$2.59M | 3.43% | 4 |
|
|
2024
Q3 | $5.18M | Buy |
114,494
+21,859
| +24% | +$989K | 2.54% | 6 |
|
|
2024
Q2 | $3.99M | Sell |
92,635
-115,501
| -55% | -$4.97M | 2.18% | 7 |
|
|
2024
Q1 | $9.04M | Sell |
208,136
-9,494
| -4% | -$412K | 5.52% | 2 |
|
|
2023
Q4 | $9.71M | Buy |
217,630
+10,497
| +5% | +$468K | 6.28% | 2 |
|
|
2023
Q3 | $8.71M | Buy |
+207,133
| New | +$8.71M | 6.03% | 2 |
|
|
2023
Q2 | – | Sell |
-206,011
| Closed | -$9.25M | – | 40 |
|
|
2023
Q1 | $9.25M | Sell |
206,011
-25,354
| -11% | -$1.14M | 7.69% | 1 |
|
|
2022
Q4 | $10.2M | Buy |
+231,365
| New | +$10.2M | 10.34% | 1 |
|