ShoreHaven Wealth Partners’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
Q3 | $312K | Buy |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $417K | Buy |
|