WMG Financial 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 | $606K | Sell |
13,812
-2,477
| -15% | -$109K | 0.22% | 69 |
|
|
2025
Q1 | $714K | Sell |
16,289
-872
| -5% | -$38.2K | 0.3% | 51 |
|
|
2024
Q4 | $737K | Sell |
17,161
-673
| -4% | -$28.9K | 0.32% | 49 |
|
|
2024
Q3 | $807K | Buy |
17,834
+725
| +4% | +$32.8K | 0.36% | 44 |
|
|
2024
Q2 | $737K | Buy |
17,109
+10,551
| +161% | +$454K | 0.39% | 45 |
|
|
2024
Q1 | $286K | Buy |
6,558
+1,984
| +43% | +$86.5K | 0.16% | 99 |
|
|
2023
Q4 | $204K | Buy |
+4,574
| New | +$204K | 0.13% | 116 |
|