Visionary 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 | $3.32M | Sell |
75,656
-20,002
| -21% | -$878K | 0.17% | 139 |
|
|
2025
Q1 | $4.19M | Sell |
95,658
-91,707
| -49% | -$4.02M | 0.25% | 106 |
|
|
2024
Q4 | $8.05M | Sell |
187,365
-72,392
| -28% | -$3.11M | 0.47% | 60 |
|
|
2024
Q3 | $11.8M | Sell |
259,757
-53,050
| -17% | -$2.4M | 0.72% | 29 |
|
|
2024
Q2 | $13.5M | Sell |
312,807
-28,383
| -8% | -$1.22M | 0.88% | 21 |
|
|
2024
Q1 | $14.9M | Buy |
341,190
+9,996
| +3% | +$436K | 1% | 19 |
|
|
2023
Q4 | $14.8M | Buy |
331,194
+107,974
| +48% | +$4.82M | 1.09% | 17 |
|
|
2023
Q3 | $9.39M | Sell |
223,220
-30,505
| -12% | -$1.28M | 0.76% | 25 |
|
|
2023
Q2 | $11.2M | Buy |
+253,725
| New | +$11.2M | 0.9% | 23 |
|