Tower Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-115,164
| Closed | -$5.71M | – | 47 |
|
|
2022
Q1 | $5.71M | Buy |
115,164
+1,545
| +1% | +$76.6K | 6.2% | 6 |
|
|
2021
Q4 | $6.05M | Sell |
113,619
-19,754
| -15% | -$1.05M | 6.13% | 6 |
|
|
2021
Q3 | $7.14M | Buy |
133,373
+12,222
| +10% | +$654K | 7.53% | 6 |
|
|
2021
Q2 | $6.5M | Buy |
121,151
+2,346
| +2% | +$126K | 7.15% | 6 |
|
|
2021
Q1 | $6.28M | Buy |
118,805
+11,017
| +10% | +$582K | 8.09% | 5 |
|
|
2020
Q4 | $5.9M | Buy |
+107,788
| New | +$5.9M | 6.76% | 6 |
|