LeClair Wealth Partners’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	$22.6M	Buy	513,808 +60,421	+13%	+$2.65M	15.31%	1
2025 Q1	$19.9M	Buy	453,387 +28,614	+7%	+$1.25M	14.32%	1
2024 Q4	$18.3M	Buy	+424,773	New	+$18.3M	12.17%	1