SAM
EFIX

Synergy Asset Management’s First Trust TCW Emerging Markets Debt ETF EFIX Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-677
Closed -$11.2K – 904
2024
Q4 		$11.2K Buy
+677
New +$11.1K ﹤0.01% 446

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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Synergy Asset Management's EFIX Position: Q1 2025 in Review

Synergy Asset Management sold out of First Trust TCW Emerging Markets Debt ETF (EFIX) in Q1 2025, closing a stake of 677 shares — an estimated $11.2K sold.

Synergy Asset Management first reported a position in EFIX in Q4 2024 and held it in 1 quarter. The position peaked at $11.2K in Q4 2024. 11 funds tracked by Wall St. Rank hold EFIX as of Q1 2025.

  • Synergy Asset Management reported no remaining First Trust TCW Emerging Markets Debt ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 677 First Trust TCW Emerging Markets Debt ETF shares in Q1 2025, an estimated $11.2K.
  • Synergy Asset Management first reported a position in First Trust TCW Emerging Markets Debt ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's First Trust TCW Emerging Markets Debt ETF position peaked at $11.2K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held First Trust TCW Emerging Markets Debt ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.