SWMG
Signature Wealth Management Group’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 | $1.87M | Sell |
42,512
-629
| -1% | -$27.6K | 0.74% | 57 |
|
|
2025
Q1 | $1.89M | Buy |
43,141
+237
| +0.6% | +$10.4K | 0.74% | 55 |
|
|
2024
Q4 | $1.84M | Buy |
42,904
+5,451
| +15% | +$234K | 0.74% | 57 |
|
|
2024
Q3 | $1.69M | Buy |
37,453
+4,381
| +13% | +$198K | 0.68% | 56 |
|
|
2024
Q2 | $1.42M | Buy |
33,072
+1,607
| +5% | +$69.2K | 0.62% | 62 |
|
|
2024
Q1 | $1.33M | Sell |
31,465
-48
| -0.2% | -$2.03K | 0.61% | 59 |
|
|
2023
Q4 | $1.41M | Buy |
+31,513
| New | +$1.41M | 0.65% | 55 |
|
|
2023
Q2 | $1.2M | Buy |
27,085
+10,222
| +61% | +$452K | 0.56% | 64 |
|
|
2023
Q1 | $760K | Buy |
16,863
+6,842
| +68% | +$308K | 0.36% | 71 |
|
|
2022
Q4 | $440K | Buy |
+10,021
| New | +$440K | 0.22% | 77 |
|