Madrona Financial Services’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 | $262K | Sell |
5,980
-4,519
| -43% | -$198K | 0.06% | 89 |
|
|
2025
Q1 | $460K | Sell |
10,499
-69,871
| -87% | -$3.06M | 0.13% | 62 |
|
|
2024
Q4 | $3.45M | Sell |
80,370
-112,100
| -58% | -$4.82M | 0.94% | 29 |
|
|
2024
Q3 | $8.71M | Sell |
192,470
-2,052
| -1% | -$92.8K | 2.42% | 12 |
|
|
2024
Q2 | $8.37M | Buy |
194,522
+21,222
| +12% | +$914K | 2.57% | 11 |
|
|
2024
Q1 | $7.56M | Buy |
173,300
+40,307
| +30% | +$1.76M | 2.63% | 10 |
|
|
2023
Q4 | $5.93M | Buy |
+132,993
| New | +$5.93M | 2.34% | 12 |
|