OWA
Outlook Wealth Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,718
| Closed | -$566K | – | 214 |
|
|
2021
Q1 | $566K | Sell |
10,718
-15,829
| -60% | -$836K | 0.2% | 127 |
|
|
2020
Q4 | $1.45M | Buy |
26,547
+90
| +0.3% | +$4.93K | 0.53% | 52 |
|
|
2020
Q3 | $1.46M | Sell |
26,457
-882
| -3% | -$48.5K | 0.58% | 46 |
|
|
2020
Q2 | $1.5M | Buy |
27,339
+12,535
| +85% | +$687K | 0.64% | 45 |
|
|
2020
Q1 | $780K | Sell |
14,804
-240
| -2% | -$12.6K | 0.44% | 54 |
|
|
2019
Q4 | $780K | Buy |
+15,044
| New | +$780K | 0.44% | 45 |
|