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Sonora Investment Management’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Sonora Investment Management’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$75K Hold
1,250
– – 0.01% 343
2021
Q2 		$75K Buy
+1,250
New +$75K 0.01% 318

Other funds holding FTSM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Sonora Investment Management held its First Trust Enhanced Short Maturity ETF (FTSM) position steady in Q3 2021 at 1,250 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #343.

Sonora Investment Management first reported a position in FTSM in Q2 2021 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold FTSM as of Q3 2021.

  • Sonora Investment Management held 1,250 shares of First Trust Enhanced Short Maturity ETF worth $75K as of Q3 2021.
  • Sonora Investment Management left its First Trust Enhanced Short Maturity ETF share count unchanged in Q3 2021.
  • First Trust Enhanced Short Maturity ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #343 holding.
  • Sonora Investment Management first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2021 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2021.

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