Maripau Wealth Management’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
Q1 | – | Sell |
-18,749
| Closed | -$806K | – | 140 |
|
|
2024
Q4 | $806K | Buy |
18,749
+308
| +2% | +$13.2K | 0.48% | 44 |
|
|
2024
Q3 | $834K | Sell |
18,441
-768
| -4% | -$34.7K | 0.72% | 33 |
|
|
2024
Q2 | $827K | Sell |
19,209
-11,988
| -38% | -$516K | 0.57% | 42 |
|
|
2024
Q1 | $1.36M | Buy |
31,197
+9,928
| +47% | +$433K | 1.02% | 26 |
|
|
2023
Q4 | $949K | Buy |
+21,269
| New | +$949K | 0.82% | 29 |
|
|
2023
Q3 | – | Sell |
-6,647
| Closed | -$294K | – | 105 |
|
|
2023
Q2 | $294K | Buy |
6,647
+37
| +0.6% | +$1.63K | 0.26% | 68 |
|
|
2023
Q1 | $298K | Sell |
6,610
-487
| -7% | -$21.9K | 0.31% | 59 |
|
|
2022
Q4 | $324K | Buy |
7,097
+1,295
| +22% | +$59.2K | 0.34% | 60 |
|
|
2022
Q3 | $248K | Buy |
+5,802
| New | +$248K | 0.27% | 70 |
|