Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$3.22K | – | 855 |
|
|
2024
Q4 | $3.22K | Hold |
75
| – | – | ﹤0.01% | 740 |
|
|
2024
Q3 | $3.39K | Buy |
+75
| New | +$3.39K | ﹤0.01% | 720 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 819 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 885 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 928 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 876 |
|