LWM
FIXD icon

Lighthouse Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Lighthouse Wealth Management’s Portfolio FIXD Stock Details FIXD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$419K Sell
9,547
-1,562
-14% -$68.6K 0.36% 34
2025
Q1 		$487K Sell
11,109
-1,421
-11% -$62.3K 0.45% 28
2024
Q4 		$538K Buy
+12,530
New +$538K 0.49% 26