Alpha Financial Advisors LLC cut its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 4.2% in the fourth quarter, according to its most recent disclosure 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 accounts for 7.4% of Alpha Financial Advisors LLC’s investment portfolio, making the stock its 7th largest position. Alpha Financial Advisors LLC owned about 0.35% of First Trust TCW Opportunistic Fixed Income ETF worth $16,399,000 as of its most recent SEC filing.
Several other large investors have also made changes to their positions in FIXD. Geneos Wealth Management Inc. increased its holdings in First Trust TCW Opportunistic Fixed Income ETF by 5.2% in the 4th quarter. Geneos Wealth Management Inc. now owns 183,242 shares of the company’s stock worth $7,874,000 after acquiring an additional 8,976 shares in the last quarter. Dynamic Advisor Solutions LLC grew its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 5.2% in the fourth quarter. Dynamic Advisor Solutions LLC now owns 129,799 shares of the company’s stock valued at $5,577,000 after purchasing an additional 6,397 shares during the period. LexAurum Advisors LLC increased its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 5.2% during the fourth quarter. LexAurum Advisors LLC now owns 244,015 shares of the company’s stock worth $10,485,000 after purchasing an additional 12,093 shares in the last quarter. Cornerstone Wealth Management LLC raised its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 6.8% during the 4th quarter. Cornerstone Wealth Management LLC now owns 226,826 shares of the company’s stock worth $9,747,000 after purchasing an additional 14,487 shares during the last quarter. Finally, Kaydan Wealth Management Inc. lifted its stake in First Trust TCW Opportunistic Fixed Income ETF by 78.9% in the 4th quarter. Kaydan Wealth Management Inc. now owns 13,303 shares of the company’s stock valued at $572,000 after buying an additional 5,867 shares in the last quarter.
First Trust TCW Opportunistic Fixed Income ETF Trading Up 0.1 %
NASDAQ:FIXD opened at $42.85 on Friday. The stock has a 50 day moving average of $43.24 and a two-hundred day moving average of $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 Dividend Announcement
First Trust TCW Opportunistic Fixed Income ETF 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.
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