BCMLT
EFIX

Beacon Capital Management LLC (Tennessee)’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-807
Closed -$12.1K – 1153
2023
Q4 		$12.1K Hold
807
– – ﹤0.01% 478
2023
Q3 		$12.5K Hold
807
– – ﹤0.01% 498
2023
Q2 		$12.5K Buy
+807
New +$12.5K ﹤0.01% 498

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UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
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CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EFIX Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q1 2024, closing a stake of 807 shares — an estimated $12.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EFIX in Q2 2023 and held it in 3 quarters. The position peaked at $12.5K in Q3 2023. 8 funds tracked by Wall St. Rank hold EFIX as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 807 First Trust TCW Emerging Markets Debt ETF shares in Q1 2024, an estimated $12.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in First Trust TCW Emerging Markets Debt ETF in Q2 2023 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s First Trust TCW Emerging Markets Debt ETF position peaked at $12.5K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.