Mariner Independent Advisor Network’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Mariner Independent Advisor Network’s Portfolio DDIV Stock Details DDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-18,381	Closed	-$369K	–	311
2020 Q2	$369K	Sell	18,381 -18,761	-51%	-$362K	0.03%	284
2020 Q1	$621K	Buy	+37,142	New	+$905K	0.06%	260

Other funds holding DDIV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mariner Independent Advisor Network's DDIV Position: Q3 2020 in Review

Mariner Independent Advisor Network sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q3 2020, closing a stake of 18,381 shares — an estimated $369K sold.

Mariner Independent Advisor Network first reported a position in DDIV in Q1 2020 and held it in 2 quarters. The position peaked at $621K in Q1 2020. 16 funds tracked by Wall St. Rank hold DDIV as of Q3 2020.

Mariner Independent Advisor Network reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q3 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 18,381 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q3 2020, an estimated $369K.
Mariner Independent Advisor Network first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2020 and held it in 2 quarters.
Mariner Independent Advisor Network's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $621K in Q1 2020.
16 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q3 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2020, filed 30 Nov 2020.