SP
Sequent Planning’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 % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
106,523
+1,114
| +1% | +$48.9K | 1.48% | 17 |
|
|
2025
Q1 | $4.62M | Sell |
105,409
-519
| -0.5% | -$22.8K | 1.66% | 14 |
|
|
2024
Q4 | $4.55M | Buy |
105,928
+1,160
| +1% | +$49.8K | 1.67% | 16 |
|
|
2024
Q3 | $4.74M | Sell |
104,768
-2,828
| -3% | -$128K | 1.63% | 16 |
|
|
2024
Q2 | $4.61M | Buy |
107,596
+11,603
| +12% | +$497K | 1.58% | 15 |
|
|
2024
Q1 | $4.19M | Buy |
+95,993
| New | +$4.19M | 1.51% | 14 |
|