Integrated Wealth Concepts LLC Has $8.78 Million Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Posted by on Sep 11th, 2026

Integrated Wealth Concepts LLC raised its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 6.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 201,339 shares of the company’s stock after acquiring an additional 12,011 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $8,780,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in FIXD. Merkkuri Wealth Advisors LLC acquired a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the 1st quarter valued at approximately $35,000. JPMorgan Chase & Co. increased its position in 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 purchasing an additional 265 shares in the last quarter. NI Acquisitions Company LLC acquired a new position in First Trust TCW Opportunistic Fixed Income ETF during the 2nd quarter worth approximately $66,000. Coppell Advisory Solutions LLC bought a new position in First Trust TCW Opportunistic Fixed Income ETF in the 2nd quarter valued at approximately $122,000. Finally, IFC & Insurance Marketing Inc. bought a new position in First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $143,000.

First Trust TCW Opportunistic Fixed Income ETF Stock Performance

Shares of First Trust TCW Opportunistic Fixed Income ETF stock opened at $42.30 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a fifty-two week low of $41.95 and a fifty-two week high of $45.15. The company’s 50 day moving average price is $43.00 and its two-hundred day moving average price is $43.51.

First Trust TCW Opportunistic Fixed Income ETF Announces Dividend

The company also recently announced a monthly dividend, which was paid on Monday, August 31st. Shareholders of record on Friday, August 21st were issued a $0.165 dividend. This represents a c) dividend on an annualized basis and a yield of 4.7%. The ex-dividend date of this dividend was Friday, August 21st.

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.

Featured Stories

Want to see what other hedge funds are holding FIXD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report).

Institutional Ownership by Quarter for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Receive News & Ratings for First Trust TCW Opportunistic Fixed Income ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for First Trust TCW Opportunistic Fixed Income ETF and related companies with MarketBeat.com's FREE daily email newsletter.