First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) is Capital Planning LLC’s 6th Largest Position

Capital Planning LLC boosted its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXDGet Rating) by 4.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,327 shares of the company’s stock after buying an additional 8,878 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for approximately 4.0% of Capital Planning LLC’s holdings, making the stock its 6th biggest holding. Capital Planning LLC owned about 0.23% of First Trust TCW Opportunistic Fixed Income ETF worth $10,180,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of FIXD. MTM Investment Management LLC bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the fourth quarter valued at approximately $49,000. Confluence Wealth Services Inc. purchased a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $70,000. Tyler Stone Wealth Management purchased a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $80,000. Lloyd Advisory Services LLC. lifted its position in First Trust TCW Opportunistic Fixed Income ETF by 13.2% in the 4th quarter. Lloyd Advisory Services LLC. now owns 3,417 shares of the company’s stock worth $182,000 after buying an additional 398 shares in the last quarter. Finally, Rise Advisors LLC acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter worth $197,000.

Shares of FIXD opened at $46.74 on Tuesday. The company’s fifty day moving average is $46.93 and its 200-day moving average is $49.53. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $45.21 and a 12 month high of $54.42.

The firm also recently disclosed a monthly dividend, which was paid on Thursday, June 30th. Investors of record on Monday, June 27th were given a dividend of $0.08 per share. The ex-dividend date of this dividend was Friday, June 24th. This represents a $0.96 annualized dividend and a dividend yield of 2.05%.

Read More

Want to see what other hedge funds are holding FIXD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXDGet Rating).

Institutional Ownership by Quarter for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Receive News & Ratings for First Trust TCW Opportunistic Fixed Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Trust TCW Opportunistic Fixed Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.