SCA
EFIX

Stonebridge Capital Advisors’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-871
Closed -$13K – 903
2023
Q3 		$13K Buy
+871
New +$13.4K ﹤0.01% 569

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
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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Stonebridge Capital Advisors's EFIX Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q4 2023, closing a stake of 871 shares — an estimated $13K sold.

Stonebridge Capital Advisors first reported a position in EFIX in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 9 funds tracked by Wall St. Rank hold EFIX as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 871 First Trust TCW Emerging Markets Debt ETF shares in Q4 2023, an estimated $13K.
  • Stonebridge Capital Advisors first reported a position in First Trust TCW Emerging Markets Debt ETF in Q3 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's First Trust TCW Emerging Markets Debt ETF position peaked at $13K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.