WealthCare Investment Partners’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 | $2.27M | Buy |
51,795
+3,962
| +8% | +$173K | 0.82% | 34 |
|
|
2025
Q1 | $2.06M | Buy |
47,833
+8,561
| +22% | +$369K | 0.87% | 36 |
|
|
2024
Q4 | $1.69M | Buy |
39,272
+1,106
| +3% | +$47.6K | 0.74% | 37 |
|
|
2024
Q3 | $1.69M | Buy |
38,166
+2,787
| +8% | +$124K | 0.74% | 37 |
|
|
2024
Q2 | $1.52M | Buy |
35,379
+992
| +3% | +$42.7K | 0.71% | 37 |
|
|
2024
Q1 | $1.5M | Buy |
34,387
+2,110
| +7% | +$92K | 0.72% | 38 |
|
|
2023
Q4 | $1.43M | Buy |
32,277
+355
| +1% | +$15.7K | 0.78% | 37 |
|
|
2023
Q3 | $1.33M | Buy |
31,922
+1,958
| +7% | +$81.7K | 0.81% | 34 |
|
|
2023
Q2 | $1.31M | Sell |
29,964
-2,103
| -7% | -$92.3K | 0.79% | 37 |
|
|
2023
Q1 | $1.44M | Buy |
32,067
+501
| +2% | +$22.6K | 0.87% | 33 |
|
|
2022
Q4 | $1.39M | Buy |
31,566
+3,754
| +13% | +$165K | 0.94% | 29 |
|
|
2022
Q3 | $1.21M | Sell |
27,812
-1,025
| -4% | -$44.6K | 1% | 27 |
|
|
2022
Q2 | $1.34M | Sell |
28,837
-9,427
| -25% | -$437K | 1.14% | 26 |
|
|
2022
Q1 | $1.86M | Sell |
38,264
-2,695
| -7% | -$131K | 1.65% | 13 |
|
|
2021
Q4 | $2.18M | Buy |
+40,959
| New | +$2.18M | 2.11% | 8 |
|