CJ
EFIX

Caitlin John’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Caitlin John’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
2025
Q1 		– Sell
-81
Closed -$1.3K – 857
2024
Q4 		$1.3K Hold
81
– – ﹤0.01% 708
2024
Q3 		$1.32K Hold
81
– – ﹤0.01% 705
2024
Q2 		$1.29K Hold
81
– – ﹤0.01% 698
2024
Q1 		$1.32K Hold
81
– – ﹤0.01% 734
2023
Q4 		$1.3K Buy
+81
New +$1.24K ﹤0.01% 739

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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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 $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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Caitlin John's EFIX Position: Q1 2025 in Review

Caitlin John sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q1 2025, closing a stake of 81 shares — an estimated $1.3K sold.

Caitlin John first reported a position in EFIX in Q4 2023 and held it in 5 quarters. The position peaked at $1.32K in Q3 2024. 11 funds tracked by Wall St. Rank hold EFIX as of Q1 2025.

  • Caitlin John reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 81 First Trust TCW Emerging Markets Debt ETF shares in Q1 2025, an estimated $1.3K.
  • Caitlin John first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2023 and held it in 5 quarters.
  • Caitlin John's First Trust TCW Emerging Markets Debt ETF position peaked at $1.32K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.