ROI Financial Advisors’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	$204K	Buy	+4,642	New	+$204K	0.13%	69
2024 Q1	–	Sell	-5,574	Closed	-$249K	–	64
2023 Q4	$249K	Buy	+5,574	New	+$249K	0.21%	57