WealthSource Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $872K | Sell |
|
|||||
|
2023
Q3 | $832K | Sell |
|
|||||
|
2023
Q2 | $906K | Hold |
|
|||||
|
2023
Q1 | $924K | Hold |
|
|||||
|
2022
Q4 | $901K | Hold |
|
|||||
|
2022
Q3 | $893K | Hold |
|
|||||
|
2022
Q2 | $951K | Sell |
|
|||||
|
2022
Q1 | $1.06M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Hold |
|
|||||
|
2021
Q3 | $1.1M | Buy |
|
|||||
|
2021
Q2 | $1.06M | Buy |
|
|||||
|
2021
Q1 | $402K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $269K | Buy |
|