Synergy Investment Management’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	–	Sell	-4,964	Closed	-$218K	–	248
2025 Q1	$218K	Sell	4,964 -5,701	-53%	-$250K	0.09%	116
2024 Q4	$458K	Buy	+10,665	New	+$458K	0.2%	72