Sequent Planning LLC Acquires 1,160 Shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

Sequent Planning LLC grew its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 1.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 105,928 shares of the company’s stock after buying an additional 1,160 shares during the period. First Trust TCW Opportunistic Fixed Income ETF accounts for 1.7% of Sequent Planning LLC’s investment portfolio, making the stock its 16th largest position. Sequent Planning LLC owned about 0.10% of First Trust TCW Opportunistic Fixed Income ETF worth $4,552,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Kestra Investment Management LLC bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter valued at about $51,000. Icon Wealth Advisors LLC purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the 3rd quarter valued at approximately $112,000. SBI Securities Co. Ltd. purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $129,000. Oregon Pacific Wealth Management LLC purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF in the 4th quarter valued at approximately $201,000. Finally, J.W. Cole Advisors Inc. raised its stake in First Trust TCW Opportunistic Fixed Income ETF by 12.0% during the fourth quarter. J.W. Cole Advisors Inc. now owns 5,198 shares of the company’s stock valued at $223,000 after buying an additional 555 shares during the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

First Trust TCW Opportunistic Fixed Income ETF stock opened at $43.90 on Monday. The stock has a fifty day simple moving average of $43.37 and a two-hundred day simple moving average of $43.80. 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 Increases Dividend

The business also recently declared a monthly dividend, which was paid on Friday, February 28th. Shareholders of record on Friday, February 21st were issued a dividend of $0.155 per share. This represents a $1.86 annualized dividend and a yield of 4.24%. The ex-dividend date was Friday, February 21st. This is a positive change from First Trust TCW Opportunistic Fixed Income ETF’s previous monthly dividend of $0.15.

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.