First Trust TCW Opportunistic Fixed ETF News

A changing interest rate narrative prompted many advisors and investors to reevaluate their bond exposures this month. Asset managers stepped in to offer their perspectives on the changing market dyna

In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs. The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) pulled in $2.3 billion, while the Vanguard

TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route.

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

This trend is poised to continue this year.

Archer Investment Corp lifted its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 631.0% in the third quarter, HoldingsChannel.com reports. The firm owned 24,935 shares of the companys stock after purchasing an additional 21,524 shares during the period. Archer Investment Corps holdings in First Trust TCW Opportunistic Fixed Income ETF []

How some advisors are currently positioning clients' fixed income portfolios.

LVZ Inc. grew its stake in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 3.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,106,389 shares of the company’s stock after buying an additional 34,245 shares during the quarter. First Trust […]

Global Retirement Partners LLC lessened its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 16.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,892 shares of the companys stock after selling 1,347 shares during the period. Global Retirement Partners []

Peterson Wealth Advisors LLC purchased a new position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) during the third quarter, HoldingsChannel reports. The firm purchased 271,660 shares of the companys stock, valued at approximately $14,547,000. First Trust TCW Opportunistic Fixed Income ETF accounts for 4.8% of Peterson Wealth Advisors LLCs portfolio, making []

Defined Wealth Management LLC raised its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 41.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,655 shares of the companys stock after acquiring an additional []

StoneX Group Inc. trimmed its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 6.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,174 shares of the companys stock after selling 5,569 shares during []

Cambridge Advisors Inc. trimmed its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 13.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 50,630 shares of the companys stock after selling 8,000 shares during the period. First Trust TCW Opportunistic Fixed Income ETF makes up approximately 0.7% of Cambridge Advisors []

Breiter Capital Management Inc. purchased a new position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,697 shares of the companys stock, valued at approximately $1,001,000. Several other hedge funds and other institutional []

Capital Asset Advisory Services LLC decreased its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD) by 2.0% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 75,126 shares of the company’s stock after selling 1,537 shares during the period. Capital Asset Advisory Services LLC’s […]