Alpha Financial Advisors LLC Acquires 12,955 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD

Alpha Financial Advisors LLC grew its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 3.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 353,197 shares of the company’s stock after buying an additional 12,955 shares during the period. First Trust TCW Opportunistic Fixed Income ETF accounts for about 5.5% of Alpha Financial Advisors LLC’s portfolio, making the stock its 8th biggest holding. Alpha Financial Advisors LLC owned approximately 0.46% of First Trust TCW Opportunistic Fixed Income ETF worth $15,689,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in FIXD. Randall & Associates Wealth Management raised its stake in First Trust TCW Opportunistic Fixed Income ETF by 15.3% in the third quarter. Randall & Associates Wealth Management now owns 137,197 shares of the company’s stock valued at $6,094,000 after purchasing an additional 18,191 shares in the last quarter. Keystone Wealth Services LLC grew its stake in First Trust TCW Opportunistic Fixed Income ETF by 22.1% during the third quarter. Keystone Wealth Services LLC now owns 100,565 shares of the company’s stock worth $4,467,000 after buying an additional 18,226 shares in the last quarter. Retirement Planning Group LLC increased its holdings in First Trust TCW Opportunistic Fixed Income ETF by 52.0% in the 3rd quarter. Retirement Planning Group LLC now owns 84,819 shares of the company’s stock valued at $3,768,000 after buying an additional 29,020 shares during the period. GDS Wealth Management increased its holdings in First Trust TCW Opportunistic Fixed Income ETF by 12.7% in the 3rd quarter. GDS Wealth Management now owns 520,633 shares of the company’s stock valued at $23,127,000 after buying an additional 58,775 shares during the period. Finally, Triad Wealth Partners LLC acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at approximately $505,000.

First Trust TCW Opportunistic Fixed Income ETF Stock Down 0.2%

Shares of First Trust TCW Opportunistic Fixed Income ETF stock opened at $44.32 on Friday. The company has a 50 day moving average of $44.44 and a 200-day moving average of $44.46. First Trust TCW Opportunistic Fixed Income ETF has a 1-year low of $41.16 and a 1-year high of $45.15.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

The company also recently disclosed a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 20th were given a dividend of $0.165 per share. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date was Friday, February 20th.

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.