Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,225
| Closed | -$1.2M | – | 203 |
|
|
2022
Q4 | $1.2M | Buy |
27,225
+424
| +2% | +$18.6K | 0.82% | 27 |
|
|
2022
Q3 | $1.17M | Buy |
26,801
+523
| +2% | +$22.8K | 0.91% | 24 |
|
|
2022
Q2 | $1.22M | Buy |
26,278
+435
| +2% | +$20.2K | 0.88% | 26 |
|
|
2022
Q1 | $1.28M | Buy |
25,843
+1,533
| +6% | +$76K | 0.81% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
24,310
+170
| +0.7% | +$9.05K | 0.8% | 27 |
|
|
2021
Q3 | $1.29M | Buy |
+24,140
| New | +$1.29M | 0.84% | 28 |
|