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

Sequent Planning LLC boosted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 1.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 105,928 shares of the company’s stock after acquiring an additional 1,160 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF comprises about 1.7% of Sequent Planning LLC’s investment portfolio, making the stock its 16th biggest position. Sequent Planning LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $4,552,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. Kestra Investment Management LLC bought a new stake in First Trust TCW Opportunistic Fixed Income ETF during the fourth quarter worth approximately $51,000. Icon Wealth Advisors LLC bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the third quarter valued at approximately $112,000. SBI Securities Co. Ltd. bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the fourth quarter valued at approximately $129,000. Oregon Pacific Wealth Management LLC bought a new position in shares of First Trust TCW Opportunistic Fixed Income ETF during the fourth quarter valued at approximately $201,000. Finally, J.W. Cole Advisors Inc. grew its stake in shares of 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

Shares of NASDAQ:FIXD opened at $43.90 on Monday. First Trust TCW Opportunistic Fixed Income ETF has a 52-week low of $39.42 and a 52-week high of $46.80. The business’s 50 day moving average is $43.37 and its 200 day moving average is $43.80.

First Trust TCW Opportunistic Fixed Income ETF Increases Dividend

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

About First Trust TCW Opportunistic Fixed Income ETF

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.