Stablepoint 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
$217K Sell
4,938
-28
-0.6% -$1.23K 0.04% 239
2025
Q1
$218K Sell
4,966
-68
-1% -$2.98K 0.04% 232
2024
Q4
$216K Sell
5,034
-390
-7% -$16.8K 0.04% 229
2024
Q3
$245K Sell
5,424
-2,426
-31% -$110K 0.04% 222
2024
Q2
$344K Sell
7,850
-1,249
-14% -$54.7K 0.07% 204
2024
Q1
$397K Buy
9,099
+245
+3% +$10.7K 0.08% 191
2023
Q4
$395K Buy
+8,854
New +$395K 0.1% 183