Wealth Enhancement Advisory Services’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 | $2.03M | Sell |
46,375
-5,283
| -10% | -$231K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $2.26M | Buy |
51,658
+4,370
| +9% | +$192K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $2.03M | Buy |
47,288
+17,129
| +57% | +$736K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $1.36M | Sell |
30,159
-121,480
| -80% | -$5.5M | ﹤0.01% | 1236 |
|
|
2024
Q2 | $6.53M | Sell |
151,639
-7,684
| -5% | -$331K | 0.02% | 615 |
|
|
2024
Q1 | $6.95M | Sell |
159,323
-76,971
| -33% | -$3.36M | 0.02% | 580 |
|
|
2023
Q4 | $10.5M | Buy |
236,294
+197,849
| +515% | +$8.83M | 0.03% | 420 |
|
|
2023
Q3 | $1.62M | Buy |
38,445
+20,473
| +114% | +$861K | 0.01% | 928 |
|
|
2023
Q2 | $794K | Sell |
17,972
-14,033
| -44% | -$620K | 0.01% | 293 |
|
|
2023
Q1 | $1.44M | Buy |
32,005
+6,569
| +26% | +$296K | 0.02% | 260 |
|
|
2022
Q4 | $1.15M | Buy |
25,436
+4,019
| +19% | +$182K | 0.01% | 207 |
|
|
2022
Q3 | $929K | Buy |
21,417
+10,983
| +105% | +$476K | 0.01% | 239 |
|
|
2022
Q2 | $483K | Sell |
10,434
-12,025
| -54% | -$557K | 0.01% | 279 |
|
|
2022
Q1 | $1.11M | Buy |
+22,459
| New | +$1.11M | 0.02% | 232 |
|