Rede 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,674
| Closed | -$595K | – | 90 |
|
|
2022
Q3 | $595K | Sell |
13,674
-1,972
| -13% | -$85.8K | 0.35% | 34 |
|
|
2022
Q2 | $726K | Sell |
15,646
-9,996
| -39% | -$464K | 0.42% | 28 |
|
|
2022
Q1 | $1.27M | Sell |
25,642
-103
| -0.4% | -$5.11K | 0.6% | 16 |
|
|
2021
Q4 | $1.37M | Buy |
25,745
+9,411
| +58% | +$501K | 0.69% | 17 |
|
|
2021
Q3 | $875K | Sell |
16,334
-19
| -0.1% | -$1.02K | 0.47% | 33 |
|
|
2021
Q2 | $877K | Buy |
16,353
+3,097
| +23% | +$166K | 0.47% | 30 |
|
|
2021
Q1 | $700K | Sell |
13,256
-91
| -0.7% | -$4.81K | 0.41% | 37 |
|
|
2020
Q4 | $732K | Buy |
+13,347
| New | +$732K | 0.5% | 28 |
|