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Sonora Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sonora Investment Management’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$33K Buy
+200
New +$34.2K ﹤0.01% 506

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sonora Investment Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2021: 200 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings.

236 funds tracked by Wall St. Rank hold FBT as of Q3 2021.

  • Sonora Investment Management held 200 shares of First Trust NYSE Arca Biotechnology Index Fund worth $33K as of Q3 2021.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Sonora Investment Management position in Q3 2021.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #506 holding.
  • 236 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2021.

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