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NewSquare Capital LLC Increases Stock Holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

NewSquare Capital LLC raised its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 19,115 shares of the company’s stock after buying an additional 750 shares during the quarter. NewSquare […]
First Trust Simplicity Wealth Kgl Capital Management News Ratings For First Trust Quarter For First Trust Newsquare Capital

NewSquare Capital LLC Raises Stock Position in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD)

NewSquare Capital LLC lifted its stake in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 4.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 19,115 shares of the company’s stock after acquiring an additional 750 shares during the period. NewSquare Capital LLC’s holdings in First Trust TCW Opportunistic Fixed […]
Quarter For First Trust Newsquare Capital Perigon Wealth Management Income Strategies Pinnacle Bancorp Inc Simplicity Wealth

First Trust Energy Infrastructure Fund Declares its Final Common Share Distribution Rate of $0.15 Per Share

First Trust Energy Infrastructure Fund has declared its final common share distribution rate in the amount of $0.15 per share, which as previously announced on April 19, 2024, will be payable on...
United States Fund Common Shareholders New York Stock Exchange Energy Infrastructure Companies York Stock Exchange Fund Board Of Trustees

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Vanguard Total Stock Market Index Fund ETF Shares (NYSEARCA:VTI) Shares Sold by Stockman Wealth Management Inc.

Stockman Wealth Management Inc. lessened its position in shares of Vanguard Total Stock Market Index Fund ETF Shares (NYSEARCA:VTI – Free Report) by 35.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,171 shares of the company’s stock after selling 5,132 shares during […]
United States New York Vanguard Total Stock Market Index Fund Income Strategies Avantax Advisory Services Inc Stockman Wealth Management Inc

National Wealth Management Group LLC Invests $261,000 in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

National Wealth Management Group LLC purchased a new stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 10,559 shares of the company’s stock, valued at approximately $261,000. Other […]
Ergawealth Advisors Inc Wealth Management Octavia Wealth Advisors Exchange Commission Capital Investment Advisory Services First Trust
Source: wkrb13.com

Telemus Capital LLC Trims Position in First Trust TCW Securitized Plus ETF (NYSEARCA:DEED)

Telemus Capital LLC lessened its stake in First Trust TCW Securitized Plus ETF (NYSEARCA:DEED – Free Report) by 6.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,797 shares of the company’s stock after selling 977 shares during the period. Telemus Capital LLC […]
Raymond James Financial Services Advisors Inc First Trust Telemus Capital News Ratings For First Trust Blackhawk Capital Partners Capital Advisors

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