WIM
Westside Investment Management’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 | $2.92M | Buy |
66,475
+3,318
| +5% | +$146K | 0.54% | 48 |
|
|
2025
Q1 | $2.77M | Buy |
63,157
+3,965
| +7% | +$174K | 0.59% | 45 |
|
|
2024
Q4 | $2.54M | Buy |
59,192
+2,846
| +5% | +$122K | 0.54% | 48 |
|
|
2024
Q3 | $2.54M | Buy |
56,346
+669
| +1% | +$30.2K | 0.54% | 47 |
|
|
2024
Q2 | $2.4M | Buy |
55,677
+4,080
| +8% | +$176K | 0.55% | 44 |
|
|
2024
Q1 | $2.25M | Buy |
51,597
+1,640
| +3% | +$71.4K | 0.54% | 45 |
|
|
2023
Q4 | $2.23M | Sell |
49,957
-470
| -0.9% | -$21K | 0.57% | 46 |
|
|
2023
Q3 | $2.12M | Buy |
50,427
+3,500
| +7% | +$147K | 0.61% | 42 |
|
|
2023
Q2 | $2.07M | Buy |
46,927
+13,910
| +42% | +$614K | 0.59% | 42 |
|
|
2023
Q1 | $1.49M | Buy |
33,017
+9,040
| +38% | +$407K | 0.44% | 62 |
|
|
2022
Q4 | $222K | Buy |
23,977
+11,422
| +91% | +$106K | 0.55% | 47 |
|
|
2022
Q3 | $546 | Buy |
+12,555
| New | +$546 | ﹤0.01% | 286 |
|