TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Sell |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $973K | Buy |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $513K | Buy |
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|
2022
Q1 | $435K | Hold |
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|
2021
Q4 | $435K | Buy |
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