SPA
Shore Point Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,162
| Closed | -$1.02M | – | 53 |
|
|
2022
Q4 | $1.02M | Sell |
23,162
-3,282
| -12% | -$144K | 0.84% | 24 |
|
|
2022
Q3 | $1.15M | Buy |
26,444
+522
| +2% | +$22.7K | 1.12% | 16 |
|
|
2022
Q2 | $1.2M | Buy |
25,922
+71
| +0.3% | +$3.29K | 1.12% | 15 |
|
|
2022
Q1 | $1.28M | Sell |
25,851
-7,794
| -23% | -$387K | 1.11% | 15 |
|
|
2021
Q4 | $1.79M | Buy |
+33,645
| New | +$1.79M | 1.49% | 13 |
|