BTI
EFIX

Blue Trust Inc’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Blue Trust Inc’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
-28
Closed – – 2765
2023
Q4 		$0 Buy
+28
New +$427 ﹤0.01% 2724

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 $474M AUM 41.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

Blue Trust Inc's EFIX Position: Q1 2024 in Review

Blue Trust Inc sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q1 2024, closing a stake of 28 shares.

Blue Trust Inc first reported a position in EFIX in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 8 funds tracked by Wall St. Rank hold EFIX as of Q1 2024.

  • Blue Trust Inc reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 28 First Trust TCW Emerging Markets Debt ETF shares in Q1 2024.
  • Blue Trust Inc first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's First Trust TCW Emerging Markets Debt ETF position peaked at $0 in Q4 2023.
  • 8 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.