Triad Wealth Partners LLC Raises Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Triad Wealth Partners LLC increased its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 149.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,405 shares of the company’s stock after acquiring an additional 18,816 shares during the period. Triad Wealth Partners LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $1,369,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the business. Rossby Financial LCC lifted its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 1.9% during the fourth quarter. Rossby Financial LCC now owns 14,104 shares of the company’s stock valued at $625,000 after purchasing an additional 261 shares during the last quarter. JPMorgan Chase & Co. boosted its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 29.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,164 shares of the company’s stock worth $52,000 after purchasing an additional 265 shares in the last quarter. HCR Wealth Advisors grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 0.8% in the 4th quarter. HCR Wealth Advisors now owns 36,345 shares of the company’s stock worth $1,611,000 after buying an additional 287 shares during the last quarter. GeoWealth Management LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 5.4% in the 3rd quarter. GeoWealth Management LLC now owns 6,352 shares of the company’s stock worth $282,000 after buying an additional 323 shares during the last quarter. Finally, Advisory Alpha LLC increased its position in First Trust TCW Opportunistic Fixed Income ETF by 1.7% during the 3rd quarter. Advisory Alpha LLC now owns 20,394 shares of the company’s stock valued at $910,000 after buying an additional 341 shares in the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Stock Performance

Shares of NASDAQ:FIXD opened at $43.73 on Friday. The stock has a fifty day simple moving average of $43.64 and a two-hundred day simple moving average of $44.05. First Trust TCW Opportunistic Fixed Income ETF has a 12-month low of $42.51 and a 12-month high of $45.15.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

The business also recently announced a monthly dividend, which was paid on Friday, May 29th. Stockholders of record on Thursday, May 21st were paid a $0.165 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 4.5%. The ex-dividend date of this dividend was Thursday, May 21st.

About First Trust TCW Opportunistic Fixed Income ETF

The First Trust TCW Opportunistic Fixed Income ETF (FIXD) is an exchange-traded fund that is based on the Bloomberg Global Aggregate Bond index. The fund is an actively managed, broad-based, and broad-maturity bond fund that aims for a weighted average duration within 1 year of the Bloomberg US Aggregate Index. The fund may hold derivatives. FIXD was launched on Feb 14, 2017 and is managed by First Trust.