IWA
Inspirion Wealth Advisors’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 % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
43,916
-1,415
| -3% | -$62.1K | 0.26% | 40 |
|
|
2025
Q1 | $1.99M | Sell |
45,331
-6,428
| -12% | -$282K | 0.28% | 36 |
|
|
2024
Q4 | $2.21M | Sell |
51,759
-332
| -0.6% | -$14.2K | 0.31% | 34 |
|
|
2024
Q3 | $2.36M | Buy |
52,091
+2,839
| +6% | +$128K | 0.33% | 31 |
|
|
2024
Q2 | $2.12M | Sell |
49,252
-291
| -0.6% | -$12.5K | 0.32% | 34 |
|
|
2024
Q1 | $2.16M | Buy |
49,543
+5,231
| +12% | +$228K | 0.36% | 32 |
|
|
2023
Q4 | $1.97M | Sell |
44,312
-4,478
| -9% | -$199K | 0.35% | 37 |
|
|
2023
Q3 | $2.05M | Sell |
48,790
-541
| -1% | -$22.8K | 0.4% | 34 |
|
|
2023
Q2 | $2.18M | Buy |
49,331
+620
| +1% | +$27.4K | 0.42% | 32 |
|
|
2023
Q1 | $2.19M | Buy |
48,711
+7,478
| +18% | +$337K | 0.44% | 30 |
|
|
2022
Q4 | $1.81M | Buy |
41,233
+13,544
| +49% | +$595K | 0.38% | 36 |
|
|
2022
Q3 | $1.21M | Buy |
27,689
+261
| +1% | +$11.4K | 0.27% | 37 |
|
|
2022
Q2 | $1.27M | Sell |
27,428
-6,023
| -18% | -$279K | 0.28% | 36 |
|
|
2022
Q1 | $1.66M | Sell |
33,451
-99,369
| -75% | -$4.93M | 0.34% | 31 |
|
|
2021
Q4 | $7.07M | Sell |
132,820
-14,274
| -10% | -$760K | 1.49% | 16 |
|
|
2021
Q3 | $7.88M | Buy |
147,094
+24,439
| +20% | +$1.31M | 1.81% | 14 |
|
|
2021
Q2 | $6.58M | Buy |
122,655
+18,973
| +18% | +$1.02M | 1.62% | 15 |
|
|
2021
Q1 | $5.48M | Buy |
103,682
+28,919
| +39% | +$1.53M | 1.45% | 16 |
|
|
2020
Q4 | $4.09M | Buy |
74,763
+20,774
| +38% | +$1.14M | 1.15% | 17 |
|
|
2020
Q3 | $2.97M | Buy |
53,989
+49,185
| +1,024% | +$2.71M | 1.02% | 18 |
|
|
2020
Q2 | $263K | Buy |
+4,804
| New | +$263K | 0.1% | 65 |
|