Summit Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Summit Wealth Partners’s Portfolio FIXD Stock Details FIXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$938K	Sell
2021 Q4	$1.72M	Buy
2021 Q3	$680K	Sell
2021 Q2	$734K	Buy
2021 Q1	$700K	Sell
2020 Q4	$776K	Buy
2020 Q3	$579K	Buy
2020 Q2	$468K	Buy