First Trust TCW Opportunistic Fixed Income ETF (FIXD)

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. ("FTA") announces the declaration of the monthly distributions for certain exchange-traded funds advised by FTA. The following dates apply to today's distribution declarations: Expected Ex-Dividend Date: July 22, 2025 Record Date: July 22, 2025 Payable Date: July 31, 2025 Ticker   Exchange   Fund Name   Frequency   Ordinary Income Per Share Amount     ACTIVELY MANAGED EXCHANGE-TRADED FUNDS     First Trust Exchange-Traded Fund III   FCAL.

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 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.

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).

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 dynamics and where the risks and opportunities lie in the 2024 Fixed Income Symposium hosted by VettaFi.

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 Long-Term Corporate Bond ETF (VCLT) added $1.5 billion.

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

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 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.

This trend is poised to continue this year.

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

A strong first half saw more than 200 ETF launches.

Past experience shows us that emerging markets have historically reacted positively to higher global rates, especially if the latter reflects an improving global growth outlook. Most emerging markets will start normalizing rates well before the U.S. and developed markets.

I am certainly not in the business of predicting interest rate movement.

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%.

The global bond market is less volatile and supplies bigger diversification benefits than the US bond market.