United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,121
| Closed | -$254K | – | 1141 |
|
|
2022
Q1 | $254K | Sell |
5,121
-1,334
| -21% | -$66.2K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $344K | Sell |
6,455
-2,932
| -31% | -$156K | ﹤0.01% | 973 |
|
|
2021
Q3 | $503K | Sell |
9,387
-1,538
| -14% | -$82.4K | ﹤0.01% | 853 |
|
|
2021
Q2 | $586K | Sell |
10,925
-440
| -4% | -$23.6K | ﹤0.01% | 826 |
|
|
2021
Q1 | $600K | Sell |
11,365
-6,198
| -35% | -$327K | ﹤0.01% | 803 |
|
|
2020
Q4 | $961K | Buy |
17,563
+2,513
| +17% | +$138K | 0.01% | 684 |
|
|
2020
Q3 | $828K | Buy |
15,050
+455
| +3% | +$25K | 0.01% | 703 |
|
|
2020
Q2 | $800K | Buy |
+14,595
| New | +$800K | 0.01% | 721 |
|