SIS
EFIX

Sound Income Strategies’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-1,517,022
Closed -$24.5M – 1729
2025
Q1 		$24.5M Sell
1,517,022
-681,904
-31% -$11.2M 1.45% 14
2024
Q4 		$35.3M Buy
2,198,926
+103,361
+5% +$1.69M 2.19% 10
2024
Q3 		$34.7M Buy
2,095,565
+1,383
+0.1% +$22.6K 2.24% 9
2024
Q2 		$33.3M Buy
2,094,182
+16,735
+0.8% +$269K 2.08% 10
2024
Q1 		$33.9M Buy
2,077,447
+57,345
+3% +$914K 2.53% 10
2023
Q4 		$32.3M Buy
2,020,102
+32,850
+2% +$501K 2.69% 10
2023
Q3 		$29.8M Buy
1,987,252
+28,452
+1% +$438K 2.51% 12
2023
Q2 		$30.3M Buy
1,958,800
+55,636
+3% +$859K 3.12% 10
2023
Q1 		$29.5M Buy
+1,903,164
New +$29.7M 3.21% 9

Sound Income Strategies's EFIX Position: Q2 2025 in Review

Sound Income Strategies sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q2 2025, closing a stake of 1,517,022 shares — an estimated $24.5M sold.

Sound Income Strategies first reported a position in EFIX in Q1 2023 and held it in 9 quarters. The position peaked at $35.3M in Q4 2024. 0 funds tracked by Wall St. Rank hold EFIX as of Q2 2025.

  • Sound Income Strategies reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,517,022 First Trust TCW Emerging Markets Debt ETF shares in Q2 2025, an estimated $24.5M.
  • Sound Income Strategies first reported a position in First Trust TCW Emerging Markets Debt ETF in Q1 2023 and held it in 9 quarters.
  • Sound Income Strategies's First Trust TCW Emerging Markets Debt ETF position peaked at $35.3M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.