OneAscent Wealth Management LLC Boosts Holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

OneAscent Wealth Management LLC lifted its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 1.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 60,745 shares of the company’s stock after buying an additional 1,086 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF comprises 1.3% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. OneAscent Wealth Management LLC owned about 0.06% of First Trust TCW Opportunistic Fixed Income ETF worth $2,683,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Global Retirement Partners LLC increased its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 7.7% during the first quarter. Global Retirement Partners LLC now owns 4,194 shares of the company’s stock valued at $191,000 after buying an additional 301 shares during the period. ShoreHaven Wealth Partners LLC boosted its holdings in First Trust TCW Opportunistic Fixed Income ETF by 3.5% in the 1st quarter. ShoreHaven Wealth Partners LLC now owns 9,365 shares of the company’s stock valued at $422,000 after purchasing an additional 318 shares during the period. PNC Financial Services Group Inc. grew its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 14.5% during the 1st quarter. PNC Financial Services Group Inc. now owns 2,734 shares of the company’s stock valued at $135,000 after purchasing an additional 346 shares in the last quarter. HCR Wealth Advisors boosted its stake in First Trust TCW Opportunistic Fixed Income ETF by 0.9% during the fourth quarter. HCR Wealth Advisors now owns 46,475 shares of the company’s stock valued at $2,041,000 after buying an additional 409 shares during the period. Finally, NewSquare Capital LLC grew its position in First Trust TCW Opportunistic Fixed Income ETF by 3.2% during the first quarter. NewSquare Capital LLC now owns 15,290 shares of the company’s stock worth $689,000 after buying an additional 475 shares in the last quarter.

First Trust TCW Opportunistic Fixed Income ETF Price Performance

NASDAQ FIXD traded down $0.09 during trading on Friday, reaching $43.02. The company’s stock had a trading volume of 327,549 shares, compared to its average volume of 667,794. The firm has a fifty day moving average of $43.54 and a 200 day moving average of $44.33. First Trust TCW Opportunistic Fixed Income ETF has a one year low of $41.85 and a one year high of $46.05.

First Trust TCW Opportunistic Fixed Income ETF Dividend Announcement

The business also recently disclosed a monthly dividend, which was paid on Thursday, August 31st. Investors of record on Wednesday, August 23rd were given a $0.165 dividend. This represents a $1.98 annualized dividend and a dividend yield of 4.60%. The ex-dividend date of this dividend was Tuesday, August 22nd.

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.