SIM
FPE icon

Sonora Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Sonora Investment Management’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
8
– – ﹤0.01% 1092
2021
Q2 		$0 Buy
+8
New +$163 ﹤0.01% 1018

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

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

Sonora Investment Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q3 2021 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Sonora Investment Management first reported a position in FPE in Q2 2021 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold FPE as of Q3 2021.

  • Sonora Investment Management held 8 shares of First Trust Preferred Securities and Income ETF worth $0 as of Q3 2021.
  • Sonora Investment Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q3 2021.
  • First Trust Preferred Securities and Income ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1092 holding.
  • Sonora Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2021.

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