Lokken Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,853
| Closed | -$411K | – | 116 |
|
|
2022
Q2 | $411K | Buy |
8,853
+53
| +0.6% | +$2.46K | 0.33% | 69 |
|
|
2022
Q1 | $419K | Sell |
8,800
-37,803
| -81% | -$1.8M | 0.33% | 69 |
|
|
2021
Q4 | $2.48M | Sell |
46,603
-43
| -0.1% | -$2.29K | 1.77% | 14 |
|
|
2021
Q3 | $2.5M | Buy |
46,646
+5,048
| +12% | +$270K | 1.98% | 14 |
|
|
2021
Q2 | $2.23M | Buy |
41,598
+3,178
| +8% | +$170K | 1.81% | 15 |
|
|
2021
Q1 | $2.03M | Sell |
38,420
-2,787
| -7% | -$147K | 1.79% | 14 |
|
|
2020
Q4 | $2.26M | Buy |
+41,207
| New | +$2.26M | 2.06% | 13 |
|