First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) is Alpha Financial Advisors LLC’s 7th Largest Position

Alpha Financial Advisors LLC trimmed its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 381,630 shares of the company’s stock after selling 16,875 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF comprises approximately 7.4% of Alpha Financial Advisors LLC’s portfolio, making the stock its 7th largest holding. Alpha Financial Advisors LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $16,399,000 as of its most recent SEC filing.

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

First Trust TCW Opportunistic Fixed Income ETF Stock Up 0.1 %

Shares of FIXD stock opened at $42.85 on Friday. The firm’s 50-day moving average is $43.24 and its two-hundred day moving average is $44.05. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $39.42 and a 12 month high of $46.80.

First Trust TCW Opportunistic Fixed Income ETF Announces Dividend

The company also recently declared a dividend, which will be paid on Friday, January 31st. Stockholders of record on Wednesday, January 22nd will be given a dividend of $0.155 per share. The ex-dividend date of this dividend is Wednesday, January 22nd.

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.