KWS
Keystone Wealth Services’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 | $3.61M | Buy |
82,339
+3
| +0% | +$132 | 0.87% | 23 |
|
|
2025
Q1 | $3.61M | Sell |
82,336
-82
| -0.1% | -$3.6K | 0.98% | 22 |
|
|
2024
Q4 | $3.54M | Buy |
82,418
+39,278
| +91% | +$1.69M | 0.94% | 25 |
|
|
2024
Q3 | $1.95M | Buy |
43,140
+485
| +1% | +$21.9K | 0.54% | 40 |
|
|
2024
Q2 | $1.84M | Buy |
42,655
+911
| +2% | +$39.2K | 0.57% | 43 |
|
|
2024
Q1 | $1.82M | Buy |
41,744
+5,354
| +15% | +$233K | 0.59% | 43 |
|
|
2023
Q4 | $1.62M | Buy |
36,390
+3,149
| +9% | +$140K | 0.56% | 44 |
|
|
2023
Q3 | $1.4M | Buy |
+33,241
| New | +$1.4M | 0.53% | 46 |
|