Milestone Asset 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	-13,800	Closed	-$593K	–	216
2024 Q4	$593K	Buy	13,800 +1,452	+12%	+$62.4K	0.13%	144
2024 Q3	$559K	Buy	12,348 +878	+8%	+$39.7K	0.13%	130
2024 Q2	$494K	Buy	11,470 +2,260	+25%	+$97.3K	0.12%	128
2024 Q1	$402K	Buy	+9,210	New	+$402K	0.11%	121