First Trust TCW Opportunistic Fixed Income ETF $FIXD is LeClair Wealth Partners LLC’s Largest Position

LeClair Wealth Partners LLC increased its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 525,519 shares of the company’s stock after acquiring an additional 11,711 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF makes up 14.5% of LeClair Wealth Partners LLC’s investment portfolio, making the stock its largest position. LeClair Wealth Partners LLC owned approximately 0.69% of First Trust TCW Opportunistic Fixed Income ETF worth $23,344,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of FIXD. Founders Financial Alliance LLC grew its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 309.9% in the third quarter. Founders Financial Alliance LLC now owns 660 shares of the company’s stock worth $29,000 after purchasing an additional 499 shares during the last quarter. Richardson Capital Management LLC purchased a new stake in First Trust TCW Opportunistic Fixed Income ETF during the 3rd quarter valued at $37,000. JPMorgan Chase & Co. boosted its position in First Trust TCW Opportunistic Fixed Income ETF by 29.5% during the 3rd 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 period. Jones Financial Companies Lllp grew its holdings in First Trust TCW Opportunistic Fixed Income ETF by 2,695.3% in the 3rd quarter. Jones Financial Companies Lllp now owns 3,550 shares of the company’s stock worth $157,000 after acquiring an additional 3,423 shares during the last quarter. Finally, Moneywise Inc. purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the third quarter valued at about $203,000.

First Trust TCW Opportunistic Fixed Income ETF Stock Up 0.1%

Shares of NASDAQ:FIXD opened at $44.74 on Friday. The company has a 50-day moving average price of $44.42 and a 200-day moving average price of $44.43. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $41.16 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 will be paid on Friday, February 27th. Shareholders of record on Friday, February 20th will be given a dividend of $0.165 per share. The ex-dividend date of this dividend is Friday, February 20th. This represents a c) dividend on an annualized basis and a yield of 4.4%.

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. The fund may hold derivatives. FIXD was launched on Feb 14, 2017 and is managed by First Trust.