Mariner Independent Advisor Network’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$340K	Buy	13,700 +169	+1%	+$4.71K	0.01%	515
2022 Q2	$376K	Sell	13,531 -3	-0%	-$88	0.02%	503
2022 Q1	$418K	Buy	+13,534	New	+$419K	0.02%	459
2021 Q3	–	Sell	-10,024	Closed	-$307K	–	488
2021 Q2	$307K	Sell	10,024 -494	-5%	-$15K	0.01%	450
2021 Q1	$311K	Sell	10,518 -2,050	-16%	-$58K	0.02%	404
2020 Q4	$341K	Sell	12,568 -2,204	-15%	-$56.7K	0.02%	372
2020 Q3	$360K	Sell	14,772 -219	-1%	-$5.32K	0.03%	286
2020 Q2	$348K	Buy	+14,991	New	+$338K	0.03%	289

Other funds holding EDOW

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mariner Independent Advisor Network's EDOW Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust Dow 30 Equal Weight ETF (EDOW) stake by 1.2% in Q3 2022, buying an estimated $4.71K and bringing the position to 13,700 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #515.

Mariner Independent Advisor Network first reported a position in EDOW in Q2 2020 and has held it in 8 quarters since. The position peaked at $418K in Q1 2022. 46 funds tracked by Wall St. Rank hold EDOW as of Q3 2022.

Mariner Independent Advisor Network held 13,700 shares of First Trust Dow 30 Equal Weight ETF worth $340K as of Q3 2022.
Mariner Independent Advisor Network bought 169 First Trust Dow 30 Equal Weight ETF shares in Q3 2022, an estimated $4.71K.
First Trust Dow 30 Equal Weight ETF made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #515 holding.
Mariner Independent Advisor Network first reported a position in First Trust Dow 30 Equal Weight ETF in Q2 2020 and has held it in 8 quarters since.
Mariner Independent Advisor Network's First Trust Dow 30 Equal Weight ETF position peaked at $418K in Q1 2022.
46 funds tracked by Wall St. Rank held First Trust Dow 30 Equal Weight ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.