RDIA
EFIX

RE Dickinson Investment Advisors’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		$1K Buy
+6
New +$98 ﹤0.01% 304

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

RE Dickinson Investment Advisors's EFIX Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in First Trust TCW Emerging Markets Debt ETF (EFIX) in Q4 2024: 6 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings.

13 funds tracked by Wall St. Rank hold EFIX as of Q4 2024.

  • RE Dickinson Investment Advisors held 6 shares of First Trust TCW Emerging Markets Debt ETF worth $1K as of Q4 2024.
  • First Trust TCW Emerging Markets Debt ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • First Trust TCW Emerging Markets Debt ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #304 holding.
  • 13 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.