Bank of Montreal
EFIX

Bank of Montreal’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Bank of Montreal’s Portfolio EFIX Stock Details EFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-130
Closed -$2.16K – 4006
2024
Q3 		$2.16K Buy
+130
New +$2.12K ﹤0.01% 3766

Other funds holding EFIX

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

Bank of Montreal's EFIX Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q4 2024, closing a stake of 130 shares — an estimated $2.16K sold.

Bank of Montreal first reported a position in EFIX in Q3 2024 and held it in 1 quarter. The position peaked at $2.16K in Q3 2024. 13 funds tracked by Wall St. Rank hold EFIX as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 130 First Trust TCW Emerging Markets Debt ETF shares in Q4 2024, an estimated $2.16K.
  • Bank of Montreal first reported a position in First Trust TCW Emerging Markets Debt ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's First Trust TCW Emerging Markets Debt ETF position peaked at $2.16K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.