Regal Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $6.3M | Buy |
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|
2022
Q3 | $6.01M | Sell |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $6.66M | Buy |
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|
2021
Q4 | $6.83M | Buy |
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|
2021
Q3 | $6.61M | Buy |
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|
2021
Q2 | $6.43M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.97M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.3M | Buy |
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