Savvy Advisors Inc’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
12,067
-1,225
| -9% | -$53.8K | 0.04% | 338 |
|
|
2025
Q1 | $583K | Sell |
13,292
-692
| -5% | -$30.3K | 0.06% | 263 |
|
|
2024
Q4 | $601K | Sell |
13,984
-1,557
| -10% | -$66.9K | 0.07% | 219 |
|
|
2024
Q3 | $703K | Buy |
15,541
+1,684
| +12% | +$76.2K | 0.14% | 145 |
|
|
2024
Q2 | $597K | Buy |
13,857
+2,669
| +24% | +$115K | 0.19% | 119 |
|
|
2024
Q1 | $488K | Sell |
11,188
-306
| -3% | -$13.3K | 0.28% | 94 |
|
|
2023
Q4 | $513K | Buy |
+11,494
| New | +$513K | 0.5% | 55 |
|