First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Shares Sold by Capital Planning LLC

Capital Planning LLC trimmed its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 37.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 89,323 shares of the company’s stock after selling 52,491 shares during the period. First Trust TCW Opportunistic Fixed Income ETF makes up about 1.0% of Capital Planning LLC’s holdings, making the stock its 25th biggest holding. Capital Planning LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $3,838,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Icon Wealth Advisors LLC acquired a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF during the 3rd quarter worth $112,000. Daymark Wealth Partners LLC acquired a new stake in First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at $228,000. Avidian Wealth Enterprises LLC increased its holdings in First Trust TCW Opportunistic Fixed Income ETF by 6.1% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 5,503 shares of the company’s stock valued at $249,000 after purchasing an additional 318 shares in the last quarter. Legacy Capital Wealth Partners LLC acquired a new stake in First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at $257,000. Finally, Allworth Financial LP increased its holdings in First Trust TCW Opportunistic Fixed Income ETF by 25.5% in the 3rd quarter. Allworth Financial LP now owns 6,289 shares of the company’s stock valued at $284,000 after purchasing an additional 1,277 shares in the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Trading Up 0.3 %

Shares of NASDAQ FIXD opened at $42.97 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a 12-month low of $39.42 and a 12-month high of $46.80. The stock has a fifty day moving average price of $43.31 and a 200 day moving average price of $44.06.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

The business also recently declared a monthly dividend, which was paid on Tuesday, December 31st. Investors of record on Friday, December 13th were issued a $0.145 dividend. The ex-dividend date was Friday, December 13th. This represents a $1.74 annualized dividend and a yield of 4.05%.

First Trust TCW Opportunistic Fixed Income ETF Company Profile

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.