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Mariner Independent Advisor Network’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Mariner Independent Advisor Network’s Portfolio FCVT Stock Details FCVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$417K Sell
13,396
-5,259
-28% -$173K 0.02% 492
2022
Q2 		$597K Buy
+18,655
New +$644K 0.03% 450

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 28% in Q3 2022, selling an estimated $173K and leaving 13,396 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #492.

Mariner Independent Advisor Network first reported a position in FCVT in Q2 2022 and has held it in 2 quarters since. The position peaked at $597K in Q2 2022. 68 funds tracked by Wall St. Rank hold FCVT as of Q3 2022.

  • Mariner Independent Advisor Network held 13,396 shares of First Trust SSI Strategic Convertible Securities ETF worth $417K as of Q3 2022.
  • Mariner Independent Advisor Network sold 5,259 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2022, an estimated $173K.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #492 holding.
  • Mariner Independent Advisor Network first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's First Trust SSI Strategic Convertible Securities ETF position peaked at $597K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2022.

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