West Michigan 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 | $1.41M | Buy |
32,038
+39
| +0.1% | +$1.71K | 0.4% | 52 |
|
2025
Q1 | $1.4M | Sell |
31,999
-1,118
| -3% | -$49K | 0.47% | 48 |
|
2024
Q4 | $1.42M | Sell |
33,117
-2,013
| -6% | -$86.5K | 0.43% | 51 |
|
2024
Q3 | $1.59M | Sell |
35,130
-814
| -2% | -$36.8K | 0.48% | 49 |
|
2024
Q2 | $1.55M | Sell |
35,944
-90,907
| -72% | -$3.93M | 0.49% | 45 |
|
2024
Q1 | $5.53M | Buy |
126,851
+14,377
| +13% | +$627K | 1.8% | 9 |
|
2023
Q4 | $5.02M | Buy |
112,474
+22,153
| +25% | +$988K | 1.9% | 10 |
|
2023
Q3 | $3.8M | Buy |
90,321
+7,013
| +8% | +$295K | 2.03% | 14 |
|
2023
Q2 | $3.68M | Buy |
+83,308
| New | +$3.68M | 1.47% | 15 |
|