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

Capital Planning LLC decreased its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 37.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,323 shares of the company’s stock after selling 52,491 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for about 1.0% of Capital Planning LLC’s holdings, making the stock its 25th biggest position. Capital Planning LLC owned about 0.08% of First Trust TCW Opportunistic Fixed Income ETF worth $3,838,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of FIXD. Icon Wealth Advisors LLC purchased a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF during the 3rd quarter worth approximately $112,000. Daymark Wealth Partners LLC purchased a new stake in First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at approximately $228,000. Avidian Wealth Enterprises LLC lifted its stake 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 buying an additional 318 shares in the last quarter. Legacy Capital Wealth Partners LLC purchased a new stake in First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at approximately $257,000. Finally, International Assets Investment Management LLC purchased a new stake in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $277,000.

First Trust TCW Opportunistic Fixed Income ETF Stock Up 0.3 %

FIXD stock opened at $42.97 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a 1 year low of $39.42 and a 1 year high of $46.80. The stock’s 50 day moving average price is $43.31 and its 200 day moving average price is $44.06.

First Trust TCW Opportunistic Fixed Income ETF Announces Dividend

The firm also recently declared a monthly dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were paid a dividend of $0.145 per share. This represents a $1.74 dividend on an annualized basis and a dividend yield of 4.05%. The ex-dividend date of this dividend was Friday, December 13th.

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.