First Trust Smith Opportunistic Fixed Income ETF (FIXD)
What This $18 Million Exit From a 4.5% Yield Bond ETF Signals for Long-Term Investors
First Trust Smith Opportunistic Fixed Income ETF pursues yield through a flexible, actively managed approach to fixed income markets.
Cwm LLC Grows Stock Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Cwm LLC boosted its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 16.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 92,702 shares of the company's stock after acquiring an additional 13,212 shares during the
Farther Finance Advisors LLC Purchases 49,623 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Farther Finance Advisors LLC raised its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 87.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 106,490 shares of the company's stock after buying an additional 49,623 shares during the
BAM Wealth Management LLC Takes Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
BAM Wealth Management LLC bought a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 11,608 shares of the company's stock, valued at approximately $514,000. A number of
Maridea Wealth Management LLC Sells 12,059 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Maridea Wealth Management LLC decreased its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 55.3% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,734 shares of the company's stock after selling 12,059 shares
First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Sees Significant Growth in Short Interest
First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD - Get Free Report) was the recipient of a large growth in short interest during the month of February. As of February 13th, there was short interest totaling 168,596 shares, a growth of 87.7% from the January 29th total of 89,801 shares. Based on an average daily
USAdvisors Sells $3.8 Million of First Trust Smith Opportunistic Fixed Income ETF
USAdvisors sold 86,075 shares of FIXD in the fourth quarter. Quarter-end position value decreased by $3.8 million, reflecting both share reduction and price changes.
Ameritas Advisory Services LLC Sells 17,354 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Ameritas Advisory Services LLC reduced its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 32.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 36,556 shares of the company's stock after selling 17,354 shares during the
Drake & Associates LLC Trims Position in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Drake and Associates LLC trimmed its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 92.7% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 41,985 shares of the company's stock after selling 533,049
Atria Investments Inc Sells 40,910 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Atria Investments Inc decreased its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 7.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 495,265 shares of the company's stock after selling 40,910 shares during
First Trust TCW Opportunistic Fixed Income ETF $FIXD Shares Sold by FSB Premier Wealth Management Inc.
FSB Premier Wealth Management Inc. decreased its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 16.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 96,642 shares of the company's stock after selling 18,820 shares during
Geneos Wealth Management Inc. Buys 348,307 Shares of First Trust TCW Opportunistic Fixed Income ETF $FIXD
Geneos Wealth Management Inc. grew its position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ: FIXD) by 181.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 540,649 shares of the company's stock after purchasing an additional 348,307 shares
Drake Drops FIXD From Top Holdings With $23.4 Million Sale
Drake sold 533,049 shares, resulting in a net position decrease of $23.37 million for the period ended Sept. 30, 2025. Post-trade stake: 41,985 shares valued at $1.86 million.
First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust Smith Opportunistic Fixed Income ETF (FIXD) and First Trust Smith Unconstrained Bond ETF (UCON)
WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the shareholders of First Trust Smith Opportunistic Fixed Income ETF (formerly known as First Trust TCW Opportunistic Fixed Income ETF) (FIXD) and First Trust Smith Unconstrained Bond ETF (formerly known as First Trust TCW Unconstrained Plus Bond ETF) (UCON) (the “Funds”), each a series of First Trust Exchange-Traded Fund VIII (the “Trust”), have voted to approve for the applicable Fund (1) a new investment s.
First Trust Adds New Income Generating ETF
First Trust today announced the launch of the actively managed First Trust Balanced Income ETF (FTBI) on the NYSE Arca. FTBI aims to deliver a steady stream of income that closely matches the performance of the Bloomberg Moderate Allocation Income Focus Index.
First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) Position Lessened by Meridian Wealth Management LLC
Meridian Wealth Management LLC reduced its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,792 shares of the company’s stock after selling 515 shares during the quarter. Meridian Wealth Management LLC’s holdings in First Trust TCW Opportunistic Fixed Income ETF were worth $214,000 at the end of the most recent quarter. Several other large investors have also recently added to or reduced their stakes in FIXD. Sound Income Strategies LLC grew its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 942.8% during the fourth quarter. Sound Income Strategies LLC now owns 1,439 shares of the company’s stock worth $64,000 after acquiring an additional 1,301 shares during the last quarter. WMG Financial Advisors LLC acquired a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the fourth quarter valued at approximately $204,000. KG&L Capital Management LLC acquired a new stake in shares of First Trust TCW Opportunistic Fixed Income ETF in the fourth quarter valued at approximately $216,000. Simplicity Wealth LLC raised its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF by 11.9% during the fourth quarter. Simplicity Wealth LLC now owns 6,712 shares of the company’s stock valued at $299,000 after buying an additional 715 shares during the last quarter. Finally, Pinnacle Bancorp Inc. boosted its position in shares of First Trust TCW Opportunistic Fixed Income ETF by 290.0% during the fourth quarter. Pinnacle Bancorp Inc. now owns 7,800 shares of the company’s stock worth $348,000 after buying an additional 5,800 shares during the period. First Trust TCW Opportunistic Fixed Income ETF Price Performance Shares of FIXD stock opened at $43.02 on Monday. The business has a 50 day simple moving average of $42.94 and a 200 day simple moving average of $43.38. First Trust TCW Opportunistic Fixed Income ETF has a 12-month low of $40.86 and a 12-month high of $44.82. First Trust TCW Opportunistic Fixed Income ETF Announces Dividend The firm also recently declared a monthly dividend, which was paid on Tuesday, April 30th. Stockholders of record on Wednesday, April 24th were issued a dividend of $0.155 per share. This represents a $1.86 dividend on an annualized basis and a dividend yield of 4.32%. The ex-dividend date of this dividend was Tuesday, April 23rd. First Trust TCW Opportunistic Fixed Income ETF Profile (Free Report) 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. See Also Five stocks we like better than First Trust TCW Opportunistic Fixed Income ETF Best ESG Stocks: 11 Best Stocks for ESG Investing JD’s Earnings Could Mean Chinese Stocks Making a Comeback High Flyers: 3 Natural Gas Stocks for March 2022 Canada Goose Flies Higher Driven By DTC Growth The How And Why of Investing in Oil Stocks CVS Health Stock Has a Silver Lining Called Value Want to see what other hedge funds are holding FIXD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report).
FIXD: Active Fund Outperforming The U.S. Aggregate Bond Index
FIXD is an actively managed ETF that seeks to outperform the Bloomberg US Aggregate Bond Index. It charges higher fees than the passive industry standard iShares Core U.S. Aggregate Bond ETF, but has managed to achieve its goal of outperforming AGG by over 120 bps. It is an investment grade bond fund, overweight Treasuries and Agency MBS bonds, thus rates represent the largest risk factor here.
Tradeweb Government Bond Update - August 2020
After months of plummeting yields, 10-year government bonds experienced a sell-off in August. The yield on Finland's 10-year benchmark note saw the largest increase of 16.5 basis points, ending the month at -0.20%.
Envestnet Asset Management Inc. Cuts Stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)
Envestnet Asset Management Inc. lowered its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 5.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 963,933 shares of the company’s stock after selling 55,666 shares during the quarter. Envestnet Asset […]
Barber Financial Group Inc. Sells 3,229 Shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)
Barber Financial Group Inc. trimmed its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 3.7% in the fourth quarter, HoldingsChannel reports. The firm owned 84,872 shares of the company’s stock after selling 3,229 shares during the quarter. First Trust TCW Opportunistic Fixed Income ETF accounts for about 0.9% of Barber […]