Merit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,702
| Closed | -$240K | – | 790 |
|
|
2023
Q3 | $240K | Sell |
5,702
-6,830
| -55% | -$287K | 0.01% | 644 |
|
|
2023
Q2 | $554K | Buy |
+12,532
| New | +$554K | 0.02% | 447 |
|
|
2020
Q4 | – | Sell |
-18,223
| Closed | -$1M | – | 222 |
|
|
2020
Q3 | $1M | Sell |
18,223
-15,618
| -46% | -$860K | 0.09% | 87 |
|
|
2020
Q2 | $1.85M | Buy |
+33,841
| New | +$1.85M | 0.18% | 42 |
|