Private Client Services’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	$597K	Sell	13,611 -925	-6%	-$40.6K	0.23%	90
2025 Q1	$637K	Sell	14,536 -3,212	-18%	-$141K	0.32%	73
2024 Q4	$763K	Buy	17,748 +3,206	+22%	+$138K	0.41%	64
2024 Q3	$658K	Buy	+14,542	New	+$658K	0.35%	68