Richard W. Paul & Associates’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 | $56K | Hold |
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|
2025
Q1 | $55.9K | Hold |
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|
2024
Q4 | $54.8K | Hold |
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|
2024
Q3 | $57.7K | Sell |
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|
2024
Q2 | $74.5K | Sell |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $972K | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.68M | Buy |
|