Landmark Wealth Management (New York)’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 | $6.01M | Sell |
136,837
-2,622
| -2% | -$115K | 2.56% | 10 |
|
|
2025
Q1 | $6.11M | Sell |
139,459
-1,934
| -1% | -$84.8K | 2.7% | 10 |
|
|
2024
Q4 | $6.08M | Buy |
141,393
+6,142
| +5% | +$264K | 2.69% | 9 |
|
|
2024
Q3 | $6.12M | Buy |
135,251
+2,089
| +2% | +$94.5K | 2.66% | 9 |
|
|
2024
Q2 | $5.73M | Buy |
133,162
+5,192
| +4% | +$224K | 4.47% | 6 |
|
|
2024
Q1 | $5.58M | Buy |
127,970
+6,931
| +6% | +$302K | 2.58% | 8 |
|
|
2023
Q4 | $5.4M | Buy |
121,039
+5,044
| +4% | +$225K | 2.66% | 8 |
|
|
2023
Q3 | $4.88M | Buy |
115,995
+3,136
| +3% | +$132K | 2.77% | 7 |
|
|
2023
Q2 | $4.99M | Buy |
112,859
+1,944
| +2% | +$85.9K | 4.42% | 6 |
|
|
2023
Q1 | $5M | Buy |
110,915
+10,606
| +11% | +$478K | 2.78% | 7 |
|
|
2022
Q4 | $4.41M | Sell |
100,309
-8,535
| -8% | -$375K | 3.19% | 6 |
|
|
2022
Q3 | $4.74M | Sell |
108,844
-35,555
| -25% | -$1.55M | 3.59% | 6 |
|
|
2022
Q2 | $6.7M | Sell |
144,399
-192,755
| -57% | -$8.94M | 8.56% | 4 |
|
|
2022
Q1 | $8.53M | Buy |
337,154
+172,148
| +104% | +$4.35M | 4.48% | 5 |
|
|
2021
Q4 | $9K | Buy |
+165,006
| New | +$9K | 5.26% | 4 |
|