Iams Wealth Management LLC boosted its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 52.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 174,783 shares of the company’s stock after acquiring an additional 60,289 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for approximately 3.4% of Iams Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Iams Wealth Management LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $7,510,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. LPL Financial LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 7.0% during the third quarter. LPL Financial LLC now owns 9,430,365 shares of the company’s stock valued at $426,630,000 after buying an additional 615,776 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 3.4% during the third quarter. Signature Estate & Investment Advisors LLC now owns 7,787,804 shares of the company’s stock valued at $352,320,000 after buying an additional 257,223 shares during the last quarter. Allen Capital Group LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 4.6% during the third quarter. Allen Capital Group LLC now owns 1,254,568 shares of the company’s stock valued at $56,757,000 after buying an additional 55,380 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 2.5% during the third quarter. Commonwealth Equity Services LLC now owns 1,026,552 shares of the company’s stock valued at $46,441,000 after buying an additional 25,256 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 170.7% during the third quarter. Thrivent Financial for Lutherans now owns 993,616 shares of the company’s stock valued at $44,951,000 after buying an additional 626,542 shares during the last quarter.
First Trust TCW Opportunistic Fixed Income ETF Stock Up 0.1 %
Shares of NASDAQ:FIXD opened at $43.15 on Wednesday. The stock’s 50-day moving average price is $43.23 and its 200-day moving average price is $44.05. First Trust TCW Opportunistic Fixed Income ETF has a 12-month low of $39.42 and a 12-month high of $46.80.
First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement
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.
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