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FIXD
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Per Stirling Adds Nearly 66K FIXD Shares in $2.9 Million Buy: What Investors Should Know
What happened According to an SEC filing dated May 11, 2026, Per Stirling Capital Management acquired an additional 65,904 shares of First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD), during the first quarter. The estimated val…
Commonwealth Financial Services Adds to First Trust Smith Opportunistic Fixed Income ETF, According to Recent SEC Filing
What happened According to its SEC filing dated May 07, 2026, Commonwealth Financial Services, LLC increased its position in First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD) by 58,871 shares. The quarter-end value of the fund’…
Active ETFs Captured 90% of March Inflows. The Story Has Changed.
Option Income ETFs Face Yield Sustainability Test The numbers don't lie, but they do surprise. According to iShares' Q1 2026 flow report, active ETFs captured roughly 90% of net new money that flowed into ETFs during March. Read that again…
What This $18 Million Exit From a 4.5% Yield Bond ETF Signals for Long-Term Investors
On May 5, 2026, LeClair Wealth Partners reported selling its entire stake in the First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD), an estimated $17.64 million transaction based on quarterly average pricing. What happened Accor…
What This $18 Million Exit From a 4.5% Yield Bond ETF Signals for Long-Term Investors
Key Points LeClair Wealth Partners sold 398,454 shares of FIXD in the first quarter; the estimated trade value was $17.64 million based on quarterly average prices. Meanwhile, the quarter-end position value declined by $17.66 million, refl…
Opes Wealth Sells Its Entire FIXD Stake -- Is This $9.3 Million Bond ETF Exit A Signal?
What happened According to a recent SEC filing, Opes Wealth Management LLC sold its entire position in First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD), reducing its holdings by 210,085 shares during the first quarter of 2026.…
Evolve Announces March 2026 Distributions for UltraYield ETFs and Certain Evolve Funds
Toronto, Ontario--(Newsfile Corp. - March 18, 2026) - Evolve Funds Group Inc. ("Evolve") is pleased to announce the distribution amounts per unit (the "Distributions") for certain funds (the "UltraYield ETFs" and "Evolve Funds"), as indica…
Evolve Announces March 2026 Distributions for UltraYield ETFs and Certain Evolve Funds
Toronto, Ontario--(Newsfile Corp. - March 18, 2026) - Evolve Funds Group Inc. ("Evolve") is pleased to announce the distribution amounts per unit (the "Distributions") for certain funds (the "UltraYield ETFs" and "Evolve Funds"), as indica…
Evolve Announces March 2026 Distributions for UltraYield ETFs and Certain Evolve Funds
Toronto, Ontario--(Newsfile Corp. - March 18, 2026) - Evolve Funds Group Inc. ("Evolve") is pleased to announce the distribution amounts per unit (the "Distributions") for certain funds (the "UltraYield ETFs" and "Evolve Funds"), as indica…
USAdvisors Sells $3.8 Million of First Trust Smith Opportunistic Fixed Income ETF
On Feb. 5, 2026, USAdvisors Wealth Management, LLC disclosed that it reduced its position in First Trust Smith Opportunistic Fixed Income ETF(NASDAQ:FIXD). What happened According to a Securities and Exchange Commission (SEC) filing dated…
First Trust Smith Opportunistic Fixed Income ETF declares $0.165 dividend
* First Trust Smith Opportunistic Fixed Income ETF (FIXD [https://seekingalpha.com/symbol/FIXD]) declares $0.165/share monthly dividend. * Payable Jan. 30; for shareholders of record Jan. 21; ex-div Jan. 21. * See FIXD Dividend Scorecard,…
Drake Drops FIXD From Top Holdings With $23.4 Million Sale
Key Points 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. The position represented 6.1819% of the fund's AUM a…
Evolve Announces Estimated Annual Distributions for Certain Evolve Funds
Toronto, Ontario--(Newsfile Corp. - December 2, 2025) - Evolve Funds Group Inc. ("Evolve") announces the estimated special year end cash income and non-cash notional reinvested income and capital gains distribution per unit (the "Distribut…
Evolve Announces Estimated Annual Distributions for Certain Evolve Funds
Toronto, Ontario--(Newsfile Corp. - December 2, 2025) - Evolve Funds Group Inc. ("Evolve") announces the estimated special year end cash income and non-cash notional reinvested income and capital gains distribution per unit (the "Distribut…
First Trust Smith Opportunistic Fixed Income ETF declares $0.165 dividend
* First Trust Smith Opportunistic Fixed Income ETF (NASDAQ:FIXD [https://seekingalpha.com/symbol/FIXD]) declares $0.165/share monthly dividend [https://seekingalpha.com/pr/20207205-first-trust-advisors-l-p-announces-distributions-for-excha…
Evolve Announces August 2025 Distributions for Certain Evolve Funds
TORONTO , Aug. 19, 2025 (GLOBE NEWSWIRE) -- Evolve Funds Group Inc. (“Evolve”) is pleased to announce the distribution amounts per unit (the “Distributions”) for certain funds (the “Evolve Funds”), as indicated in the table below. The ex-d…
Investment company Strategic Family Wealth Counselors, L.L.C. (Current Portfolio) buys Invesco BulletShares 2023 Corporate Bond ETF, SPDR SSgA Ultra Short Term Bond ETF, Fidelity Total Bond ETF, Invesco BulletShares 2022 Corporate Bond ETF…
Quad-Cities Investment Group, LLC Buys Ford Motor Co, Canadian Pacific Railway, FIRST TR EXCH ...
Investment company Quad-Cities Investment Group, LLC (Current Portfolio) buys Ford Motor Co, Canadian Pacific Railway, FIRST TR EXCH VII, First Trust TCW Opportunistic Fixed Income ETF, First Trust TCW Unconstrained Plus Bond ETF, sells ,…
Investment company TrueWealth Advisors, LLC (Current Portfolio) buys Servisfirst Bancshares Inc, iShares Core U.S. Aggregate Bond ETF, Heico Corp, Vanguard Mega Cap 300 Index ETF, First Trust Value Line Dividend Index Fund, sells The Home…
FDx Advisors, Inc. Buys Amazon.com Inc, VictoryShares US 500 Enhanced Volatility Wtd ETF, ...
Sacramento, CA, based Investment company FDx Advisors, Inc. (Current Portfolio) buys Amazon.com Inc, VictoryShares US 500 Enhanced Volatility Wtd ETF, Mastercard Inc, Columbia Diversified Fixed Income Allocation ETF, First Trust TCW Opport…
SPC Financial, Inc. Buys First Trust TCW Opportunistic Fixed Income ETF, Day Hagan/Ned Davis ...
Rockville, MD, based Investment company SPC Financial, Inc. (Current Portfolio) buys First Trust TCW Opportunistic Fixed Income ETF, Day Hagan/Ned Davis Research Smart Sector ETF, SPDR Homebuilders ETF, SPDR Portfolio S&P 500 ETF, Invesco…
Allen Capital Group, LLC Buys Crocs Inc, Alphabet Inc, Deere, Sells JPMorgan Ultra-Short Income ...
Investment company Allen Capital Group, LLC (Current Portfolio) buys Crocs Inc, Alphabet Inc, Deere, Microsoft Corp, PayPal Holdings Inc, sells JPMorgan Ultra-Short Income ETF, First Trust TCW Opportunistic Fixed Income ETF, BTC iShares MS…
Purus Wealth Management, LLC Buys First Trust SMID Cap Rising Dividend Achievers ETF, First ...
Investment company Purus Wealth Management, LLC (Current Portfolio) buys First Trust SMID Cap Rising Dividend Achievers ETF, First Trust Industrials/Producer Durables AlphaDEX, Global X Lithium & Battery Tech ETF, First Trust Health Care A…
Defined Wealth Management, Llc Buys SPDR Bloomberg High Yield Bond ETF, First Trust TCW ...
Investment company Defined Wealth Management, Llc (Current Portfolio) buys SPDR Bloomberg High Yield Bond ETF, First Trust TCW Opportunistic Fixed Income ETF, iShares iBoxx USD Investment Grade Corporate Bond , iShares 1-3 Year Treasury Bo…
Newman Dignan & Sheerar, Inc. Buys iShares Core MSCI Emerging Markets ETF, Applied Finance ...
Providence, RI, based Investment company Newman Dignan & Sheerar, Inc. (Current Portfolio) buys iShares Core MSCI Emerging Markets ETF, Applied Finance Valuation Large Cap ETF, Goldman Sachs ActiveBeta International Equity ETF, The Beauty…
Beacon Financial Group Buys First Trust TCW Opportunistic Fixed Income ETF, BTC iShares ...
Dallas, TX, based Investment company Beacon Financial Group (Current Portfolio) buys First Trust TCW Opportunistic Fixed Income ETF, BTC iShares Floating Rate Bond ETF, Qualcomm Inc, SPDR Bloomberg High Yield Bond ETF, Alphabet Inc, sells…
The Nasdaq Stock Market® Welcomes Seven New ETPs in the First Quarter of 2017
NEW YORK, April 13, 2017 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq:NDAQ), the single largest U.S. equity exchange by market share, announced seven new exchange-traded products (ETP) listings from five different issuers during the first quarter of…
First Trust and TCW to Ring The Nasdaq Stock Market Opening Bell
ADVISORY, Feb. 28, 2017 (GLOBE NEWSWIRE) -- What: First Trust Advisors L.P. ("First Trust"), a leading ETF provider and asset manager and The TCW Group Inc. (“TCW”), a global asset management firm, will visit the Nasdaq MarketSite in Times…