IHT Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
27,149
-1,961
| -7% | -$86.1K | 0.03% | 452 |
|
|
2025
Q1 | $1.28M | Sell |
29,110
-102,072
| -78% | -$4.47M | 0.04% | 407 |
|
|
2024
Q4 | $5.64M | Buy |
131,182
+10,766
| +9% | +$463K | 0.18% | 114 |
|
|
2024
Q3 | $5.45M | Buy |
120,416
+5,954
| +5% | +$269K | 0.15% | 126 |
|
|
2024
Q2 | $4.93M | Sell |
114,462
-7,438
| -6% | -$320K | 0.18% | 108 |
|
|
2024
Q1 | $5.31M | Buy |
121,900
+35,561
| +41% | +$1.55M | 0.21% | 95 |
|
|
2023
Q4 | $3.85M | Buy |
86,339
+59,859
| +226% | +$2.67M | 0.17% | 121 |
|
|
2023
Q3 | $1.11M | Buy |
26,480
+6,055
| +30% | +$255K | 0.06% | 326 |
|
|
2023
Q2 | $902K | Sell |
20,425
-379
| -2% | -$16.7K | 0.05% | 365 |
|
|
2023
Q1 | $937K | Buy |
20,804
+1,293
| +7% | +$58.3K | 0.05% | 327 |
|
|
2022
Q4 | $857K | Sell |
19,511
-589
| -3% | -$25.9K | 0.05% | 331 |
|
|
2022
Q3 | $875K | Buy |
20,100
+614
| +3% | +$26.7K | 0.07% | 311 |
|
|
2022
Q2 | $904K | Sell |
19,486
-595
| -3% | -$27.6K | 0.08% | 258 |
|
|
2022
Q1 | $996K | Sell |
20,081
-3,786
| -16% | -$188K | 0.08% | 257 |
|
|
2021
Q4 | $1.27M | Buy |
23,867
+2,277
| +11% | +$121K | 0.09% | 212 |
|
|
2021
Q3 | $1.16M | Sell |
21,590
-11,375
| -35% | -$609K | 0.09% | 221 |
|
|
2021
Q2 | $1.77M | Sell |
32,965
-1,411
| -4% | -$75.7K | 0.11% | 183 |
|
|
2021
Q1 | $1.82M | Buy |
34,376
+15,836
| +85% | +$837K | 0.13% | 163 |
|
|
2020
Q4 | $1.02M | Buy |
+18,540
| New | +$1.02M | 0.08% | 240 |
|