AE Wealth Management’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-109
Closed -$1.76K 2295
2025
Q1
$1.76K Sell
109
-602
-85% -$9.85K ﹤0.01% 2042
2024
Q4
$11.4K Buy
+711
New +$11.6K ﹤0.01% 1823

AE Wealth Management's EFIX Position: Q2 2025 in Review

AE Wealth Management sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q2 2025, closing a stake of 109 shares — an estimated $1.76K sold.

AE Wealth Management first reported a position in EFIX in Q4 2024 and held it in 2 quarters. The position peaked at $11.4K in Q4 2024. 0 funds tracked by Wall St. Rank hold EFIX as of Q2 2025.

  • AE Wealth Management reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 109 First Trust TCW Emerging Markets Debt ETF shares in Q2 2025, an estimated $1.76K.
  • AE Wealth Management first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's First Trust TCW Emerging Markets Debt ETF position peaked at $11.4K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.