Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,200
| Closed | -$280K | – | 810 |
|
|
2024
Q3 | $280K | Sell |
6,200
-63
| -1% | -$2.85K | ﹤0.01% | 633 |
|
|
2024
Q2 | $270K | Sell |
6,263
-3,096
| -33% | -$133K | ﹤0.01% | 562 |
|
|
2024
Q1 | $408K | Sell |
9,359
-2,361
| -20% | -$103K | 0.01% | 462 |
|
|
2023
Q4 | $523K | Sell |
11,720
-755
| -6% | -$33.7K | 0.01% | 412 |
|
|
2023
Q3 | $525K | Buy |
+12,475
| New | +$525K | 0.01% | 381 |
|