Evolve Active Core Fixed Income Fund (FIXD)
NEO-L 
Summary
FIXD Chart
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).
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Evolve Active Core Fixed Income Fund Profile
| NEO-L Exchange | US Country |
Overview
The fund is a diversified financial instrument primarily engaged in the acquisition of fixed income securities. Its core investment strategy focuses on allocating at least 80% of its net assets towards fixed income assets, which include but are not limited to, government and corporate bonds, debt securities, and other related fixed income instruments. The fund is managed with a keen eye on diversifying its investment portfolio to mitigate risks and optimize returns for its investors. Leveraging the expertise of a sub-advisor, the fund meticulously evaluates and invests in a variety of fixed income securities, aiming to achieve its objective of stable and consistent returns over time.
Products and Services
The fund offers a range of investment products and services tailored to meet the varying needs and risk appetites of investors, primarily focusing on fixed income securities:
- Fixed Income Securities Investment: The core service provided by the fund involves investing a significant portion of its assets in fixed income securities. This includes government bonds, corporate bonds, and other debt instruments that offer regular income streams and potential capital appreciation.
- High Yield Investments: Up to 35% of the fund's net assets may be allocated to investments in high-yield, below investment grade or unrated corporate, non-U.S., and non-agency debt securities. These securities, selected by the fund's sub-advisor, are aimed at investors seeking higher returns, albeit with a higher risk profile. These high-yield options are evaluated by nationally recognized statistical rating organizations (NRSROs) or judged by the Sub-Advisor to be of comparable quality, offering investors an opportunity to diversify their investment portfolio into more speculative territories while managing risk through professional assessment.
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