Sonora Investment Management’s First Trust Water ETF FIW Stock Holding History

Sonora Investment Management’s Portfolio FIW Stock Details FIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$30K	Buy	+350	New	+$30.7K	﹤0.01%	527

Other funds holding FIW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Sonora Investment Management opened a new position in First Trust Water ETF (FIW) in Q3 2021: 350 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings.

182 funds tracked by Wall St. Rank hold FIW as of Q3 2021.

Sonora Investment Management held 350 shares of First Trust Water ETF worth $30K as of Q3 2021.
First Trust Water ETF was a new Sonora Investment Management position in Q3 2021.
First Trust Water ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #527 holding.
182 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2021.

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