PWMAG
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Pinnacle Wealth Management Advisory Group’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
2022
Q4
Sell
-4,980
Closed -$217K 305
2022
Q3
$217K Sell
4,980
-1,000
-17% -$43.6K 0.04% 249
2022
Q2
$277K Sell
5,980
-2,075
-26% -$96.1K 0.04% 233
2022
Q1
$399K Sell
8,055
-670
-8% -$33.2K 0.06% 202
2021
Q4
$464K Buy
+8,725
New +$464K 0.08% 181