Concurrent Investment Advisors LLC Has $3.16 Million Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Concurrent Investment Advisors LLC trimmed its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 16.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,386 shares of the company’s stock after selling 13,972 shares during the period. Concurrent Investment Advisors LLC owned 0.09% of First Trust TCW Opportunistic Fixed Income ETF worth $3,164,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Founders Financial Alliance LLC boosted its position in First Trust TCW Opportunistic Fixed Income ETF by 309.9% in the 3rd quarter. Founders Financial Alliance LLC now owns 660 shares of the company’s stock valued at $29,000 after buying an additional 499 shares during the last quarter. Richardson Capital Management LLC bought a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF during the third quarter worth $37,000. JPMorgan Chase & Co. lifted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 29.5% during the third quarter. JPMorgan Chase & Co. now owns 1,164 shares of the company’s stock valued at $52,000 after acquiring an additional 265 shares during the period. Jones Financial Companies Lllp lifted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 2,695.3% during the third quarter. Jones Financial Companies Lllp now owns 3,550 shares of the company’s stock valued at $157,000 after acquiring an additional 3,423 shares during the period. Finally, First Horizon Corp acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the fourth quarter valued at $179,000.

First Trust TCW Opportunistic Fixed Income ETF Trading Down 0.2%

First Trust TCW Opportunistic Fixed Income ETF stock opened at $43.73 on Tuesday. The business’s 50-day simple moving average is $44.06 and its 200 day simple moving average is $44.33. 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 Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Thursday, April 30th. Investors of record on Tuesday, April 21st will be issued a $0.165 dividend. The ex-dividend date is Tuesday, April 21st. This represents a c) annualized dividend and a yield of 4.5%.

About First Trust TCW Opportunistic Fixed Income ETF

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.