Triad Wealth Partners LLC Makes New $505,000 Investment in First Trust TCW Opportunistic Fixed Income ETF $FIXD

Triad Wealth Partners LLC bought a new stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 11,369 shares of the company’s stock, valued at approximately $505,000.

Several other institutional investors have also modified their holdings of the stock. Ameriprise Financial Inc. grew its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 105.9% in the second quarter. Ameriprise Financial Inc. now owns 2,828,195 shares of the company’s stock valued at $124,105,000 after purchasing an additional 1,454,463 shares during the period. Envestnet Asset Management Inc. boosted its holdings in First Trust TCW Opportunistic Fixed Income ETF by 5.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 2,161,343 shares of the company’s stock valued at $94,861,000 after purchasing an additional 113,256 shares during the last quarter. Truist Financial Corp grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 2.2% in the 2nd quarter. Truist Financial Corp now owns 1,262,572 shares of the company’s stock valued at $55,414,000 after buying an additional 27,438 shares during the period. Commonwealth Financial Services LLC grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 1.2% in the 3rd quarter. Commonwealth Financial Services LLC now owns 715,827 shares of the company’s stock valued at $31,797,000 after buying an additional 8,421 shares during the period. Finally, Great Lakes Retirement Inc. increased its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 0.7% during the 2nd quarter. Great Lakes Retirement Inc. now owns 594,414 shares of the company’s stock worth $26,089,000 after buying an additional 3,961 shares during the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Trading Up 0.1%

FIXD opened at $44.20 on Friday. First Trust TCW Opportunistic Fixed Income ETF has a one year low of $41.16 and a one year high of $45.15. The business’s 50 day moving average price is $44.40 and its 200 day moving average price is $44.28.

First Trust TCW Opportunistic Fixed Income ETF Cuts Dividend

The firm also recently declared a monthly dividend, which will be paid on Friday, January 30th. Stockholders of record on Wednesday, January 21st will be issued a dividend of $0.165 per share. The ex-dividend date is Wednesday, January 21st. This represents a c) dividend on an annualized basis and a dividend yield of 4.5%.

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. The fund may hold derivatives. FIXD was launched on Feb 14, 2017 and is managed by First Trust.