Kowal Investment Group’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $818K | Sell |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $878K | Sell |
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|
2023
Q4 | $946K | Sell |
|
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|
2023
Q3 | $1.14M | Sell |
|
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $2.74M | Sell |
|
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $38.8M | Sell |
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|
2022
Q2 | $45.8M | Sell |
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|
2022
Q1 | $49.6M | Buy |
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|
2021
Q4 | $53.2M | Buy |
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|
2021
Q3 | $51.1M | Buy |
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|
2021
Q2 | $47.6M | Buy |
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|
2021
Q1 | $41.6M | Buy |
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|
2020
Q4 | $33.8M | Buy |
|