Mariner Independent Advisor Network’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,070	Closed	-$499K	–	512
2021 Q4	$499K	Sell	16,070 -9,652	-38%	-$288K	0.02%	393
2021 Q3	$708K	Sell	25,722 -1,029	-4%	-$29.4K	0.03%	365
2021 Q2	$727K	Buy	+26,751	New	+$709K	0.03%	377

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Mariner Independent Advisor Network's DVOL Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2022, closing a stake of 16,070 shares — an estimated $499K sold.

Mariner Independent Advisor Network first reported a position in DVOL in Q2 2021 and held it in 3 quarters. The position peaked at $727K in Q2 2021. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2022.

Mariner Independent Advisor Network reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 16,070 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2022, an estimated $499K.
Mariner Independent Advisor Network first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2021 and held it in 3 quarters.
Mariner Independent Advisor Network's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $727K in Q2 2021.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.