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Sonora Investment Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Sonora Investment Management’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$18K Hold
147
– – ﹤0.01% 656
2021
Q2 		$19K Sell
147
-24
-14% -$2.93K ﹤0.01% 582
2021
Q1 		$20K Buy
+171
New +$21.5K ﹤0.01% 984

Other funds holding FPX

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sonora Investment Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2021 at 147 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Sonora Investment Management first reported a position in FPX in Q1 2021 and has held it in 3 quarters since. The position peaked at $20K in Q1 2021. 194 funds tracked by Wall St. Rank hold FPX as of Q3 2021.

  • Sonora Investment Management held 147 shares of First Trust US Equity Opportunities ETF worth $18K as of Q3 2021.
  • Sonora Investment Management left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2021.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #656 holding.
  • Sonora Investment Management first reported a position in First Trust US Equity Opportunities ETF in Q1 2021 and has held it in 3 quarters since.
  • Sonora Investment Management's First Trust US Equity Opportunities ETF position peaked at $20K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2021.

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