PS
EFIX

Principal Securities’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Principal Securities’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
Q2 		– Sell
-95
Closed -$1.55K – 3489
2024
Q1 		$1.55K Buy
+95
New +$1.51K ﹤0.01% 2936

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's EFIX Position: Q2 2024 in Review

Principal Securities sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q2 2024, closing a stake of 95 shares — an estimated $1.55K sold.

Principal Securities first reported a position in EFIX in Q1 2024 and held it in 1 quarter. The position peaked at $1.55K in Q1 2024. 8 funds tracked by Wall St. Rank hold EFIX as of Q2 2024.

  • Principal Securities reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 95 First Trust TCW Emerging Markets Debt ETF shares in Q2 2024, an estimated $1.55K.
  • Principal Securities first reported a position in First Trust TCW Emerging Markets Debt ETF in Q1 2024 and held it in 1 quarter.
  • Principal Securities's First Trust TCW Emerging Markets Debt ETF position peaked at $1.55K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.