LeClair Wealth Partners LLC Has $17.66 Million Stock Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD

LeClair Wealth Partners LLC cut its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 24.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 398,454 shares of the company’s stock after selling 127,065 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for 10.2% of LeClair Wealth Partners LLC’s portfolio, making the stock its largest holding. LeClair Wealth Partners LLC owned 0.51% of First Trust TCW Opportunistic Fixed Income ETF worth $17,659,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of FIXD. Founders Financial Alliance LLC boosted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 309.9% during the 3rd quarter. Founders Financial Alliance LLC now owns 660 shares of the company’s stock worth $29,000 after acquiring an additional 499 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in shares of 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 acquiring an additional 265 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in shares of First Trust TCW Opportunistic Fixed Income ETF by 2,695.3% during the 3rd quarter. Jones Financial Companies Lllp now owns 3,550 shares of the company’s stock worth $157,000 after acquiring an additional 3,423 shares in the last quarter. First Horizon Corp bought a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter worth $179,000. Finally, Barnes Pettey Financial Advisors LLC bought a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF during the 4th quarter worth $200,000.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

FIXD opened at $43.44 on Monday. The business has a fifty day simple moving average of $43.64 and a 200-day simple moving average of $44.11. First Trust TCW Opportunistic Fixed Income ETF has a fifty-two week low of $42.51 and a fifty-two week high of $45.15.

First Trust TCW Opportunistic Fixed Income ETF Announces Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, May 29th. Stockholders of record on Thursday, May 21st were issued a $0.165 dividend. The ex-dividend date was Thursday, May 21st. This represents a c) dividend on an annualized basis and a dividend yield of 4.6%.

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