LeClair Wealth Partners LLC Raises Holdings in First Trust TCW Opportunistic Fixed Income ETF $FIXD

LeClair Wealth Partners LLC raised its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 13.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 513,808 shares of the company’s stock after purchasing an additional 60,421 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for approximately 15.3% of LeClair Wealth Partners LLC’s portfolio, making the stock its largest position. LeClair Wealth Partners LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $22,551,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of FIXD. Cutter & CO Brokerage Inc. increased its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 10.5% during the first quarter. Cutter & CO Brokerage Inc. now owns 54,430 shares of the company’s stock worth $2,386,000 after acquiring an additional 5,154 shares in the last quarter. Signaturefd LLC raised its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 33.3% in the first quarter. Signaturefd LLC now owns 2,000 shares of the company’s stock worth $88,000 after purchasing an additional 500 shares during the last quarter. Bogart Wealth LLC lifted its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 12.8% in the first quarter. Bogart Wealth LLC now owns 3,170 shares of the company’s stock valued at $139,000 after purchasing an additional 359 shares in the last quarter. Kingsview Wealth Management LLC boosted its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 65.5% during the first quarter. Kingsview Wealth Management LLC now owns 123,064 shares of the company’s stock valued at $5,395,000 after buying an additional 48,699 shares during the last quarter. Finally, EQ LLC grew its holdings in First Trust TCW Opportunistic Fixed Income ETF by 7.1% during the first quarter. EQ LLC now owns 21,678 shares of the company’s stock worth $950,000 after buying an additional 1,430 shares in the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

NASDAQ FIXD opened at $44.54 on Friday. The business has a fifty day simple moving average of $44.56 and a 200 day simple moving average of $43.90. First Trust TCW Opportunistic Fixed Income ETF has a 12 month low of $39.42 and a 12 month high of $45.15.

First Trust TCW Opportunistic Fixed Income ETF Increases Dividend

The company also recently declared a monthly dividend, which was paid on Friday, October 31st. Investors of record on Tuesday, October 21st were given a dividend of $0.19 per share. The ex-dividend date of this dividend was Tuesday, October 21st. This is an increase from First Trust TCW Opportunistic Fixed Income ETF’s previous monthly dividend of $0.17. This represents a c) dividend on an annualized basis and a dividend yield of 5.1%.

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.