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

Triad Wealth Partners LLC lifted its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 149.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 31,405 shares of the company’s stock after buying 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 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 29.5% during the third quarter. JPMorgan Chase & Co. now owns 1,164 shares of the company’s stock valued at $52,000 after buying an additional 265 shares during the last quarter. IFC & Insurance Marketing Inc. purchased a new position in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter worth approximately $143,000. Bank of Montreal Can purchased a new position in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter worth approximately $154,000. First Horizon Corp bought a new position in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $179,000. Finally, Barnes Pettey Financial Advisors LLC bought a new position in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $200,000.

First Trust TCW Opportunistic Fixed Income ETF Stock Performance

Shares of FIXD opened at $43.73 on Friday. The business’s fifty day simple moving average is $43.64 and its two-hundred day simple moving average is $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 firm also recently declared a monthly dividend, which was paid on Friday, May 29th. Stockholders of record on Thursday, May 21st were issued a dividend of $0.165 per share. 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.