Principle Wealth Partners’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
2022 Q1	–	Sell	-7,396	Closed	-$394K	–	321
2021 Q4	$394K	Sell	7,396 -1,257	-15%	-$67K	0.04%	234
2021 Q3	$463K	Hold	8,653	–	–	0.05%	205
2021 Q2	$464K	Hold	8,653	–	–	0.05%	207
2021 Q1	$457K	Buy	8,653 +2,532	+41%	+$134K	0.05%	200
2020 Q4	$335K	Buy	+6,121	New	+$335K	0.04%	214