OneDigital Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $491K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $5.37M | Sell |
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|
2024
Q1 | $5.62M | Buy |
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|
2023
Q4 | $5.13M | Buy |
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|
2023
Q3 | $4.51M | Sell |
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|
2023
Q2 | $4.76M | Buy |
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|
2023
Q1 | $4.78M | Sell |
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|
2022
Q4 | $5.2M | Buy |
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|
2022
Q3 | $5.11M | Buy |
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|
2022
Q2 | $5.28M | Sell |
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|
2022
Q1 | $5.79M | Buy |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q3 | $4.7M | Buy |
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|
2021
Q2 | $4.56M | Buy |
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|
2021
Q1 | $4.22M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $148K | Hold |
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|
2018
Q1 | $149K | Buy |
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|
2017
Q4 | $51K | Buy |
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