MBA Advisors’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
Q2 | – | Sell |
-82,177
| Closed | -$4.07M | – | 139 |
|
2022
Q1 | $4.07M | Buy |
82,177
+7,169
| +10% | +$355K | 2.52% | 9 |
|
2021
Q4 | $3.99M | Buy |
75,008
+11,193
| +18% | +$596K | 2.47% | 8 |
|
2021
Q3 | $3.42M | Buy |
63,815
+12,274
| +24% | +$657K | 2.52% | 8 |
|
2021
Q2 | $2.76K | Buy |
51,541
+29,684
| +136% | +$1.59K | 1.29% | 14 |
|
2021
Q1 | $1.16K | Buy |
+21,857
| New | +$1.16K | 0.63% | 34 |
|