Alpha Financial Advisors LLC Grows Stock Holdings in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Posted by Defense World Staff on Apr 5th, 2026

Alpha Financial Advisors LLC boosted its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 8.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 384,721 shares of the company’s stock after buying an additional 31,524 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF makes up about 5.2% of Alpha Financial Advisors LLC’s investment portfolio, making the stock its 9th largest position. Alpha Financial Advisors LLC owned 0.49% of First Trust TCW Opportunistic Fixed Income ETF worth $17,051,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of FIXD. Founders Financial Alliance LLC lifted its holdings in First Trust TCW Opportunistic Fixed Income ETF by 309.9% during the 3rd quarter. Founders Financial Alliance LLC now owns 660 shares of the company’s stock valued at $29,000 after purchasing an additional 499 shares during the last quarter. Richardson Capital Management LLC bought a new position in First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at $37,000. JPMorgan Chase & Co. raised its position in First Trust TCW Opportunistic Fixed Income ETF by 29.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,164 shares of the company’s stock valued at $52,000 after purchasing an additional 265 shares during the last quarter. Jones Financial Companies Lllp increased its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 2,695.3% in the third quarter. Jones Financial Companies Lllp now owns 3,550 shares of the company’s stock valued at $157,000 after buying an additional 3,423 shares in the last quarter. Finally, Moneywise Inc. acquired a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the third quarter valued at $203,000.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

Shares of NASDAQ:FIXD opened at $43.74 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $41.16 and a 12 month high of $45.15. The company’s 50-day moving average price is $44.22 and its two-hundred day moving average price is $44.40.

First Trust TCW Opportunistic Fixed Income ETF Announces Dividend

The business also recently disclosed a monthly dividend, which was paid on Tuesday, March 31st. Investors of record on Thursday, March 26th were given a $0.165 dividend. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date was Thursday, March 26th.

About First Trust TCW Opportunistic Fixed Income ETF

(Free Report)

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.