Quadcap Wealth Management’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 | $475K | Hold |
10,820
| – | – | 0.06% | 263 |
|
|
2025
Q1 | $474K | Sell |
10,820
-1,376
| -11% | -$60.3K | 0.07% | 244 |
|
|
2024
Q4 | $524K | Sell |
12,196
-112
| -0.9% | -$4.81K | 0.08% | 230 |
|
|
2024
Q3 | $557K | Sell |
12,308
-202
| -2% | -$9.14K | 0.09% | 233 |
|
|
2024
Q2 | $539K | Sell |
12,510
-184
| -1% | -$7.92K | 0.1% | 230 |
|
|
2024
Q1 | $553K | Hold |
12,694
| – | – | 0.13% | 199 |
|
|
2023
Q4 | $566K | Buy |
+12,694
| New | +$566K | 0.15% | 186 |
|