ShoreHaven Wealth Partners’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 | $244K | Buy |
5,551
+59
| +1% | +$2.59K | 0.1% | 85 |
|
|
2025
Q1 | $241K | Sell |
5,492
-1,417
| -21% | -$62.1K | 0.12% | 83 |
|
|
2024
Q4 | $297K | Buy |
6,909
+202
| +3% | +$8.68K | 0.14% | 75 |
|
|
2024
Q3 | $303K | Buy |
6,707
+37
| +0.6% | +$1.67K | 0.15% | 72 |
|
|
2024
Q2 | $287K | Sell |
6,670
-4,435
| -40% | -$191K | 0.15% | 70 |
|
|
2024
Q1 | $484K | Buy |
11,105
+119
| +1% | +$5.19K | 0.27% | 54 |
|
|
2023
Q4 | $490K | Buy |
10,986
+126
| +1% | +$5.62K | 0.3% | 54 |
|
|
2023
Q3 | $457K | Buy |
10,860
+367
| +3% | +$15.4K | 0.31% | 50 |
|
|
2023
Q2 | $463K | Buy |
10,493
+1,128
| +12% | +$49.8K | 0.31% | 45 |
|
|
2023
Q1 | $422K | Buy |
9,365
+318
| +4% | +$14.3K | 0.3% | 49 |
|
|
2022
Q4 | $397K | Buy |
9,047
+780
| +9% | +$34.3K | 0.28% | 56 |
|
|
2022
Q3 | $359K | Sell |
8,267
-201
| -2% | -$8.73K | 0.27% | 54 |
|
|
2022
Q2 | $392K | Buy |
8,468
+56
| +0.7% | +$2.59K | 0.28% | 54 |
|
|
2022
Q1 | $417K | Buy |
+8,412
| New | +$417K | 0.22% | 49 |
|