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Sonora Investment Management’s First Trust Global Wind Energy ETF FAN Stock Holding History

Sonora Investment Management’s Portfolio FAN Stock Details FAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$10K Hold
461
– – ﹤0.01% 777
2021
Q2 		$10K Hold
461
– – ﹤0.01% 712
2021
Q1 		$10K Hold
461
– – ﹤0.01% 1278
2020
Q4 		$11K Buy
+461
New +$9.24K ﹤0.01% 1164

Other funds holding FAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

Sonora Investment Management's FAN Position: Q3 2021 in Review

Sonora Investment Management held its First Trust Global Wind Energy ETF (FAN) position steady in Q3 2021 at 461 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Sonora Investment Management first reported a position in FAN in Q4 2020 and has held it in 4 quarters since. The position peaked at $11K in Q4 2020. 122 funds tracked by Wall St. Rank hold FAN as of Q3 2021.

  • Sonora Investment Management held 461 shares of First Trust Global Wind Energy ETF worth $10K as of Q3 2021.
  • Sonora Investment Management left its First Trust Global Wind Energy ETF share count unchanged in Q3 2021.
  • First Trust Global Wind Energy ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #777 holding.
  • Sonora Investment Management first reported a position in First Trust Global Wind Energy ETF in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's First Trust Global Wind Energy ETF position peaked at $11K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.