PFGIA
EFIX

Patriot Financial Group Insurance Agency’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-156
Closed -$3K – 2284
2021
Q3 		$3K Buy
+156
New +$3.08K ﹤0.01% 1892

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CS
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Patriot Financial Group Insurance Agency's EFIX Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q4 2021, closing a stake of 156 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in EFIX in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 9 funds tracked by Wall St. Rank hold EFIX as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 156 First Trust TCW Emerging Markets Debt ETF shares in Q4 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust TCW Emerging Markets Debt ETF in Q3 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust TCW Emerging Markets Debt ETF position peaked at $3K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.