Independent Financial Group LLC Invests $3.45 Million in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Independent Financial Group LLC bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 79,153 shares of the company’s stock, valued at approximately $3,450,000. Independent Financial Group LLC owned approximately 0.10% of First Trust TCW Opportunistic Fixed Income ETF at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Merkkuri Wealth Advisors LLC acquired a new stake in First Trust TCW Opportunistic Fixed Income ETF in the first quarter valued at $35,000. JPMorgan Chase & Co. boosted its position in shares of 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 worth $52,000 after acquiring an additional 265 shares in the last quarter. IFC & Insurance Marketing Inc. acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter worth about $143,000. Bank of Montreal Can acquired a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter worth about $154,000. Finally, First Horizon Corp purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at about $179,000.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

Shares of NASDAQ FIXD opened at $43.37 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a fifty-two week low of $42.51 and a fifty-two week high of $45.15. The stock’s 50-day simple moving average is $43.52 and its 200-day simple moving average is $43.93.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

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

First Trust TCW Opportunistic Fixed Income ETF Company 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.