Mariner Independent Advisor Network’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.39M	Buy	18,928 +698	+4%	+$97.2K	0.1%	202
2022 Q2	$2.37M	Sell	18,230 -20,837	-53%	-$3.11M	0.1%	209
2022 Q1	$7.39M	Sell	39,067 -5,228	-12%	-$996K	0.28%	90
2021 Q4	$10M	Sell	44,295 -5,144	-10%	-$1.22M	0.47%	46
2021 Q3	$11.8M	Buy	49,439 +9,248	+23%	+$2.26M	0.58%	32
2021 Q2	$9.84M	Buy	40,191 +310	+0.8%	+$70.9K	0.45%	44
2021 Q1	$8.7M	Buy	39,881 +285	+0.7%	+$63.4K	0.45%	49
2020 Q4	$8.4M	Sell	39,596 -16,351	-29%	-$3.31M	0.45%	47
2020 Q3	$10.5M	Sell	55,947 -2,664	-5%	-$492K	0.87%	19
2020 Q2	$10.2M	Buy	58,611 +176	+0.3%	+$26.9K	0.94%	18
2020 Q1	$7M	Sell	58,435 -2,083	-3%	-$289K	0.63%	38
2019 Q4	$8.41M	Sell	60,518 -2,331	-4%	-$315K	0.61%	36
2019 Q3	$8.33M	Sell	62,849 -6,734	-10%	-$951K	0.63%	33
2019 Q2	$10.1M	Buy	+69,583	New	+$9.93M	0.76%	27
2019 Q1	–	Sell	-56,511	Closed	-$6.98M	–	359
2018 Q4	$6.98M	Buy	+56,511	New	+$7.03M	0.62%	37
2018 Q3	–	Sell	-11,612	Closed	-$1.6M	–	243
2018 Q2	$1.6M	Sell	11,612 -6,091	-34%	-$798K	0.28%	72
2018 Q1	$2.13M	Buy	17,703 +4,683	+36%	+$567K	0.13%	134
2017 Q4	$1.43M	Buy	+13,020	New	+$1.4M	0.15%	149
2017 Q2	–	Sell	-3,016	Closed	-$266K	–	230
2017 Q1	$266K	Buy	+3,016	New	+$260K	0.03%	218

Other funds holding FDN

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 FDN Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust Dow Jones Internet Index Fund ETF (FDN) stake by 3.8% in Q3 2022, buying an estimated $97.2K and bringing the position to 18,928 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #202.

Mariner Independent Advisor Network first reported a position in FDN in Q1 2017 and has held it in 19 quarters since. The position peaked at $11.8M in Q3 2021. 406 funds tracked by Wall St. Rank hold FDN as of Q3 2022.

Mariner Independent Advisor Network held 18,928 shares of First Trust Dow Jones Internet Index Fund ETF worth $2.39M as of Q3 2022.
Mariner Independent Advisor Network bought 698 First Trust Dow Jones Internet Index Fund ETF shares in Q3 2022, an estimated $97.2K.
First Trust Dow Jones Internet Index Fund ETF made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #202 holding.
Mariner Independent Advisor Network first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2017 and has held it in 19 quarters since.
Mariner Independent Advisor Network's First Trust Dow Jones Internet Index Fund ETF position peaked at $11.8M in Q3 2021.
406 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q3 2022.

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