UWM
USAdvisors Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Sell |
102,625
-1,332
| -1% | -$58.4K | 1.67% | 19 |
|
|
2025
Q1 | $4.56M | Sell |
103,957
-6,981
| -6% | -$306K | 1.59% | 17 |
|
|
2024
Q4 | $4.77M | Buy |
110,938
+4,161
| +4% | +$179K | 1.55% | 20 |
|
|
2024
Q3 | $4.85M | Sell |
106,777
-2,907
| -3% | -$132K | 1.7% | 17 |
|
|
2024
Q2 | $4.72M | Buy |
109,684
+3,919
| +4% | +$169K | 1.66% | 17 |
|
|
2024
Q1 | $4.61M | Sell |
105,765
-2,285
| -2% | -$99.6K | 1.74% | 18 |
|
|
2023
Q4 | $4.82M | Sell |
108,050
-3,098
| -3% | -$138K | 2% | 18 |
|
|
2023
Q3 | $4.67M | Buy |
111,148
+19,313
| +21% | +$812K | 2.09% | 17 |
|
|
2023
Q2 | $4.05M | Sell |
91,835
-15,085
| -14% | -$664K | 1.92% | 18 |
|
|
2023
Q1 | $4.82M | Sell |
106,920
-6,399
| -6% | -$288K | 2.29% | 13 |
|
|
2022
Q4 | $4.98M | Sell |
113,319
-33,698
| -23% | -$1.48M | 2.41% | 12 |
|
|
2022
Q3 | $6.4M | Buy |
147,017
+1,042
| +0.7% | +$45.4K | 3.28% | 5 |
|
|
2022
Q2 | $6.77M | Sell |
145,975
-14,667
| -9% | -$680K | 3.39% | 4 |
|
|
2022
Q1 | $7.97M | Sell |
160,642
-21,402
| -12% | -$1.06M | 3.4% | 5 |
|
|
2021
Q4 | $9.69M | Sell |
182,044
-48,808
| -21% | -$2.6M | 3.94% | 2 |
|
|
2021
Q3 | $12.4M | Buy |
230,852
+215,074
| +1,363% | +$11.5M | 5.35% | 2 |
|
|
2021
Q2 | $846K | Sell |
15,778
-215,144
| -93% | -$11.5M | 0.46% | 53 |
|
|
2021
Q1 | $12.2M | Buy |
230,922
+3,192
| +1% | +$169K | 5.9% | 1 |
|
|
2020
Q4 | $12.4M | Buy |
227,730
+20,956
| +10% | +$1.14M | 5.98% | 2 |
|
|
2020
Q3 | $11.4K | Buy |
206,774
+3,502
| +2% | +$193 | 1.78% | 5 |
|
|
2020
Q2 | $11.1M | Buy |
203,272
+63,259
| +45% | +$3.47M | 5.92% | 4 |
|
|
2020
Q1 | $7.38M | Buy |
140,013
+131,458
| +1,537% | +$6.93M | 4.56% | 7 |
|
|
2019
Q4 | $443K | Buy |
+8,555
| New | +$443K | 0.23% | 51 |
|