MIAN
Mariner Independent Advisor Network’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1M | Buy |
31,112
+3,123
| +11% | +$100K | 0.04% | 365 |
|
|
2022
Q2 | $989K | Buy |
27,989
+11,558
| +70% | +$408K | 0.04% | 370 |
|
|
2022
Q1 | $614K | Buy |
16,431
+4,564
| +38% | +$171K | 0.02% | 422 |
|
|
2021
Q4 | $423K | Buy |
11,867
+931
| +9% | +$33.2K | 0.02% | 407 |
|
|
2021
Q3 | $359K | Buy |
+10,936
| New | +$359K | 0.02% | 431 |
|
|
2020
Q1 | – | Sell |
-10,962
| Closed | -$357K | – | 365 |
|
|
2019
Q4 | $357K | Sell |
10,962
-273,196
| -96% | -$8.9M | 0.03% | 339 |
|
|
2019
Q3 | $8.69M | Buy |
284,158
+1,595
| +0.6% | +$48.8K | 0.66% | 31 |
|
|
2019
Q2 | $8.67M | Buy |
+282,563
| New | +$8.67M | 0.65% | 34 |
|
|
2017
Q4 | – | Sell |
-27,164
| Closed | -$788K | – | 285 |
|
|
2017
Q3 | $788K | Sell |
27,164
-101,770
| -79% | -$2.95M | 0.13% | 103 |
|
|
2017
Q2 | $3.63M | Buy |
+128,934
| New | +$3.63M | 0.52% | 61 |
|
|
2017
Q1 | – | Sell |
-250,676
| Closed | -$6.96M | – | 280 |
|
|
2016
Q4 | $6.96M | Buy |
250,676
+8,736
| +4% | +$243K | 1.13% | 28 |
|
|
2016
Q3 | $6.6M | Buy |
241,940
+82,911
| +52% | +$2.26M | 0.94% | 31 |
|
|
2016
Q2 | $4.27M | Buy |
159,029
+129,821
| +444% | +$3.48M | 0.8% | 36 |
|
|
2016
Q1 | $749K | Buy |
+29,208
| New | +$749K | 0.24% | 84 |
|
|
2015
Q3 | – | Sell |
-16,675
| Closed | -$380K | – | 129 |
|
|
2015
Q2 | $380K | Sell |
16,675
-1,480
| -8% | -$33.7K | 0.19% | 83 |
|
|
2015
Q1 | $423K | Buy |
+18,155
| New | +$423K | 0.24% | 71 |
|