Modern 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
Q2 | $544K | Buy |
12,404
+77
| +0.6% | +$3.38K | 0.01% | 451 |
|
|
2025
Q1 | $540K | Sell |
12,327
-147
| -1% | -$6.44K | 0.02% | 402 |
|
|
2024
Q4 | $536K | Sell |
12,474
-263
| -2% | -$11.3K | 0.02% | 349 |
|
|
2024
Q3 | $576K | Buy |
12,737
+216
| +2% | +$9.77K | 0.04% | 235 |
|
|
2024
Q2 | $539K | Sell |
12,521
-481
| -4% | -$20.7K | 0.04% | 209 |
|
|
2024
Q1 | $567K | Sell |
13,002
-45
| -0.3% | -$1.96K | 0.05% | 165 |
|
|
2023
Q4 | $582K | Buy |
+13,047
| New | +$582K | 0.07% | 84 |
|