Simplicity Wealth’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
Q1 | – | Sell |
-54,576
| Closed | -$2.35M | – | 576 |
|
|
2024
Q4 | $2.35M | Buy |
54,576
+1,644
| +3% | +$70.6K | 0.49% | 37 |
|
|
2024
Q3 | $2.39M | Buy |
52,932
+2,077
| +4% | +$94K | 0.22% | 97 |
|
|
2024
Q2 | $2.19M | Sell |
50,855
-19,156
| -27% | -$825K | 0.05% | 340 |
|
|
2024
Q1 | $3.05M | Buy |
70,011
+63,299
| +943% | +$2.76M | 0.07% | 266 |
|
|
2023
Q4 | $299K | Buy |
6,712
+715
| +12% | +$31.9K | 0.12% | 141 |
|
|
2023
Q3 | $252K | Buy |
5,997
+858
| +17% | +$36.1K | 0.15% | 75 |
|
|
2023
Q2 | $227K | Buy |
5,139
+636
| +14% | +$28.1K | 0.14% | 71 |
|
|
2023
Q1 | $203K | Buy |
+4,503
| New | +$203K | 0.13% | 65 |
|