QTR Family Wealth’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	$1.64M	Sell	37,393 -5,500	-13%	-$241K	1.02%	26
2025 Q1	$1.88M	Buy	+42,893	New	+$1.88M	1.42%	18