Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,156
| Closed | -$319K | – | 69 |
|
|
2023
Q4 | $319K | Sell |
7,156
-1,342
| -16% | -$59.9K | 0.08% | 52 |
|
|
2023
Q3 | $357K | Sell |
8,498
-2,122
| -20% | -$89.2K | 0.1% | 46 |
|
|
2023
Q2 | $468K | Sell |
10,620
-2,983
| -22% | -$131K | 0.12% | 43 |
|
|
2023
Q1 | $613K | Hold |
13,603
| – | – | 0.17% | 38 |
|
|
2022
Q4 | $597K | Buy |
+13,603
| New | +$597K | 0.18% | 38 |
|
|
2022
Q2 | – | Sell |
-412,278
| Closed | -$20.4M | – | 59 |
|
|
2022
Q1 | $20.4M | Buy |
412,278
+86,595
| +27% | +$4.29M | 6.05% | 6 |
|
|
2021
Q4 | $17.3M | Buy |
325,683
+54,023
| +20% | +$2.87M | 5% | 6 |
|
|
2021
Q3 | $14.5M | Buy |
+271,660
| New | +$14.5M | 4.81% | 6 |
|