Plotkin Financial 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
Q4 | – | Sell |
-9,212
| Closed | -$493K | – | 93 |
|
|
2021
Q3 | $493K | Hold |
9,212
| – | – | 0.29% | 55 |
|
|
2021
Q2 | $494K | Buy |
+9,212
| New | +$494K | 0.27% | 56 |
|
|
2021
Q1 | – | Sell |
-16,712
| Closed | -$915K | – | 85 |
|
|
2020
Q4 | $915K | Sell |
16,712
-2,819
| -14% | -$154K | 0.6% | 31 |
|
|
2020
Q3 | $1.07M | Buy |
19,531
+8,431
| +76% | +$464K | 1.18% | 24 |
|
|
2020
Q2 | $608K | Buy |
+11,100
| New | +$608K | 0.52% | 34 |
|