Retirement Planning Group (Kansas)’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 | $2.45M | Buy |
55,799
+8,334
| +18% | +$366K | 0.1% | 76 |
|
|
2025
Q1 | $2.08M | Buy |
47,465
+22,096
| +87% | +$969K | 0.1% | 79 |
|
|
2024
Q4 | $1.09M | Buy |
25,369
+9,176
| +57% | +$394K | 0.05% | 123 |
|
|
2024
Q3 | $733K | Buy |
16,193
+582
| +4% | +$26.3K | 0.04% | 152 |
|
|
2024
Q2 | $672K | Buy |
15,611
+3,831
| +33% | +$165K | 0.04% | 138 |
|
|
2024
Q1 | $514K | Buy |
11,780
+1,013
| +9% | +$44.2K | 0.04% | 138 |
|
|
2023
Q4 | $480K | Sell |
10,767
-60
| -0.6% | -$2.68K | 0.04% | 115 |
|
|
2023
Q3 | $455K | Buy |
10,827
+168
| +2% | +$7.07K | 0.05% | 106 |
|
|
2023
Q2 | $471K | Buy |
10,659
+1,552
| +17% | +$68.6K | 0.05% | 108 |
|
|
2023
Q1 | $410K | Buy |
9,107
+177
| +2% | +$7.98K | 0.04% | 102 |
|
|
2022
Q4 | $392K | Buy |
+8,930
| New | +$392K | 0.04% | 100 |
|