Twin Peaks Wealth Advisors’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 | $8.57M | Sell |
195,132
-14,428
| -7% | -$633K | 2.77% | 3 |
|
|
2025
Q1 | $9.07M | Sell |
209,560
-27,332
| -12% | -$1.18M | 4.13% | 3 |
|
|
2024
Q4 | $10.2M | Sell |
236,892
-15,238
| -6% | -$655K | 4.3% | 3 |
|
|
2024
Q3 | $11.4M | Buy |
252,130
+5,987
| +2% | +$271K | 5.26% | 3 |
|
|
2024
Q2 | $10.6M | Sell |
246,143
-9,322
| -4% | -$401K | 5.29% | 2 |
|
|
2024
Q1 | $11.1M | Buy |
255,465
+63,791
| +33% | +$2.78M | 6.18% | 1 |
|
|
2023
Q4 | $8.55M | Buy |
+191,674
| New | +$8.55M | 5.46% | 3 |
|