Spire Wealth Management’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
Q2 | $619K | Sell |
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|
2025
Q1 | $2.96M | Sell |
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|
2024
Q4 | $27.5M | Sell |
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|
2024
Q3 | $29.2M | Sell |
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|
2024
Q2 | $28.3M | Sell |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $29.8M | Sell |
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|
2023
Q3 | $29.8M | Sell |
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|
2023
Q2 | $32.3M | Buy |
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|
2023
Q1 | $26.1M | Buy |
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|
2022
Q4 | $20.2M | Buy |
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|
2022
Q3 | $19.7M | Sell |
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|
2022
Q2 | $23.5M | Sell |
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|
2022
Q1 | $37.8M | Sell |
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|
2021
Q4 | $42.3M | Buy |
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|
2021
Q3 | $41.6M | Buy |
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|
2021
Q2 | $35.8M | Sell |
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|
2021
Q1 | $35.8M | Buy |
|