Principal Securities’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
Q2 | $384K | Buy |
8,759
+725
| +9% | +$31.8K | 0.01% | 974 |
|
|
2025
Q1 | $345K | Hold |
8,034
| – | – | 0.01% | 918 |
|
|
2024
Q4 | $345K | Sell |
8,034
-2,629
| -25% | -$113K | 0.01% | 912 |
|
|
2024
Q3 | $482K | Buy |
10,663
+2,878
| +37% | +$130K | 0.01% | 766 |
|
|
2024
Q2 | $335K | Buy |
7,785
+841
| +12% | +$36.2K | 0.01% | 840 |
|
|
2024
Q1 | $303K | Sell |
6,944
-1,628
| -19% | -$71K | 0.01% | 853 |
|
|
2023
Q4 | $382K | Buy |
+8,572
| New | +$382K | 0.01% | 710 |
|