Laidlaw Wealth 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
Q1 | – | Sell |
-46,695
| Closed | -$2.01M | – | 80 |
|
|
2024
Q4 | $2.01M | Sell |
46,695
-151
| -0.3% | -$6.49K | 0.87% | 30 |
|
|
2024
Q3 | $2.12M | Buy |
46,846
+2,434
| +5% | +$110K | 1.05% | 25 |
|
|
2024
Q2 | $1.91M | Buy |
44,412
+1,671
| +4% | +$71.9K | 1.05% | 24 |
|
|
2024
Q1 | $1.86M | Buy |
42,741
+4,206
| +11% | +$183K | 1.04% | 25 |
|
|
2023
Q4 | $1.72M | Sell |
38,535
-1,082
| -3% | -$48.3K | 0.62% | 38 |
|
|
2023
Q3 | $1.67M | Buy |
+39,617
| New | +$1.67M | 0.55% | 50 |
|