KG&L Capital 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 | $476K | Buy |
10,836
+1,233
| +13% | +$54.1K | 0.14% | 121 |
|
|
2025
Q1 | $421K | Buy |
9,603
+1,100
| +13% | +$48.2K | 0.14% | 136 |
|
|
2024
Q4 | $365K | Buy |
8,503
+949
| +13% | +$40.8K | 0.12% | 145 |
|
|
2024
Q3 | $342K | Buy |
7,554
+490
| +7% | +$22.2K | 0.11% | 151 |
|
|
2024
Q2 | $304K | Buy |
7,064
+1,501
| +27% | +$64.6K | 0.11% | 159 |
|
|
2024
Q1 | $243K | Buy |
5,563
+725
| +15% | +$31.6K | 0.1% | 159 |
|
|
2023
Q4 | $216K | Buy |
+4,838
| New | +$216K | 0.09% | 163 |
|