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Sonora Investment Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Sonora Investment Management’s Portfolio FDN Stock Details FDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$66K Hold
278
– – 0.01% 363
2021
Q2 		$68K Buy
+278
New +$63.6K 0.01% 336

Other funds holding FDN

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Sonora Investment Management held its First Trust Dow Jones Internet Index Fund ETF (FDN) position steady in Q3 2021 at 278 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #363.

Sonora Investment Management first reported a position in FDN in Q2 2021 and has held it in 2 quarters since. The position peaked at $68K in Q2 2021. 494 funds tracked by Wall St. Rank hold FDN as of Q3 2021.

  • Sonora Investment Management held 278 shares of First Trust Dow Jones Internet Index Fund ETF worth $66K as of Q3 2021.
  • Sonora Investment Management left its First Trust Dow Jones Internet Index Fund ETF share count unchanged in Q3 2021.
  • First Trust Dow Jones Internet Index Fund ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #363 holding.
  • Sonora Investment Management first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's First Trust Dow Jones Internet Index Fund ETF position peaked at $68K in Q2 2021.
  • 494 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2021.

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