Maia Wealth’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
$1.89M Sell
43,048
-3,693
-8% -$162K 0.36% 76
2025
Q1
$2.02M Sell
46,741
-5,086
-10% -$220K 0.46% 59
2024
Q4
$2.23M Buy
51,827
+1,212
+2% +$52.2K 0.48% 47
2024
Q3
$2.22M Buy
50,615
+1,584
+3% +$69.6K 0.55% 44
2024
Q2
$2.14M Buy
+49,031
New +$2.14M 0.65% 41
2023
Q4
$2.04M Buy
+45,639
New +$2.04M 0.82% 29