SFA
Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,097
| Closed | -$749K | – | 113 |
|
|
2022
Q1 | $749K | Sell |
15,097
-114
| -0.7% | -$5.66K | 0.22% | 64 |
|
|
2021
Q4 | $809K | Sell |
15,211
-465
| -3% | -$24.7K | 0.22% | 62 |
|
|
2021
Q3 | $839K | Buy |
15,676
+386
| +3% | +$20.7K | 0.22% | 56 |
|
|
2021
Q2 | $820K | Buy |
15,290
+336
| +2% | +$18K | 0.21% | 55 |
|
|
2021
Q1 | $790K | Buy |
+14,954
| New | +$790K | 0.21% | 55 |
|