L.M. Kohn & Company’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 | $766K | Buy |
17,444
+202
| +1% | +$8.87K | 0.21% | 99 |
|
|
2025
Q1 | $756K | Buy |
17,242
+99
| +0.6% | +$4.34K | 0.2% | 110 |
|
|
2024
Q4 | $737K | Sell |
17,143
-1,293
| -7% | -$55.6K | 0.19% | 109 |
|
|
2024
Q3 | $834K | Buy |
18,436
+3,174
| +21% | +$144K | 0.21% | 104 |
|
|
2024
Q2 | $657K | Buy |
15,262
+1,316
| +9% | +$56.7K | 0.18% | 116 |
|
|
2024
Q1 | $608K | Buy |
+13,946
| New | +$608K | 0.17% | 126 |
|