Kestra Advisory Services LLC Has $6.65 Million Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Kestra Advisory Services LLC lessened its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 8.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 152,623 shares of the company’s stock after selling 13,244 shares during the period. Kestra Advisory Services LLC owned approximately 0.20% of First Trust TCW Opportunistic Fixed Income ETF worth $6,653,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of FIXD. Walkner Condon Financial Advisors LLC raised its holdings in First Trust TCW Opportunistic Fixed Income ETF by 4.2% during the 1st quarter. Walkner Condon Financial Advisors LLC now owns 18,206 shares of the company’s stock worth $794,000 after buying an additional 727 shares during the period. Capital Financial Group Inc. Co. ADV lifted its stake in First Trust TCW Opportunistic Fixed Income ETF by 2.4% in the first quarter. Capital Financial Group Inc. Co. ADV now owns 112,254 shares of the company’s stock valued at $4,893,000 after buying an additional 2,670 shares in the last quarter. Altus Wealth Group LLC boosted its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 9.8% in the first quarter. Altus Wealth Group LLC now owns 16,719 shares of the company’s stock valued at $729,000 after buying an additional 1,495 shares during the period. American Institute for Advanced Investment Management LLP boosted its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 13.4% in the first quarter. American Institute for Advanced Investment Management LLP now owns 6,445 shares of the company’s stock valued at $281,000 after buying an additional 760 shares during the period. Finally, Asset Allocation Strategies LLC increased its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 10.4% during the first quarter. Asset Allocation Strategies LLC now owns 6,786 shares of the company’s stock worth $296,000 after acquiring an additional 637 shares in the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Stock Performance

Shares of NASDAQ:FIXD opened at $43.27 on Wednesday. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $42.51 and a 12 month high of $45.15. The company’s fifty day simple moving average is $43.54 and its 200 day simple moving average is $43.95.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

The company also recently announced a monthly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Thursday, June 25th were issued a dividend of $0.165 per share. This represents a c) dividend on an annualized basis and a yield of 4.6%. The ex-dividend date was Thursday, June 25th.

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.