Strategic Family Wealth Counselors’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
2024
Q4
Sell
2024
Q3
$510K Sell
2024
Q2
$555K Buy
2024
Q1
$550K Buy
2022
Q4
Sell
2022
Q3
$568K Hold
2022
Q2
$605K Sell
2022
Q1
$728K Sell
2021
Q4
$1.08M Buy
2021
Q1
Sell
2020
Q4
$1.67M Buy