Kingswood Wealth Advisors’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	–	Sell	-5,263	Closed	-$231K	–	759
2025 Q1	$231K	Sell	5,263 -4,275	-45%	-$187K	0.02%	635
2024 Q4	$410K	Buy	+9,538	New	+$410K	0.03%	505
2024 Q2	–	Sell	-4,943	Closed	-$216K	–	680
2024 Q1	$216K	Buy	+4,943	New	+$216K	0.02%	564