Mariner Independent Advisor Network’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,213	Closed	-$1.12M	–	555
2022 Q1	$1.12M	Sell	13,213 -11,211	-46%	-$936K	0.04%	347
2021 Q4	$2.28M	Sell	24,424 -941	-4%	-$85.6K	0.11%	203
2021 Q3	$2.16M	Buy	25,365 +4,087	+19%	+$358K	0.11%	216
2021 Q2	$1.78M	Sell	21,278 -2,316	-10%	-$190K	0.08%	259
2021 Q1	$1.84M	Sell	23,594 -6,556	-22%	-$498K	0.1%	217
2020 Q4	$2.17M	Sell	30,150 -11,833	-28%	-$799K	0.12%	189
2020 Q3	$2.54M	Sell	41,983 -1,700	-4%	-$101K	0.21%	126
2020 Q2	$2.42M	Buy	43,683 +4,296	+11%	+$227K	0.22%	115
2020 Q1	$1.75M	Buy	39,387 +4,663	+13%	+$267K	0.16%	149
2019 Q4	$2.08M	Buy	34,724 +2,272	+7%	+$130K	0.15%	157
2019 Q3	$1.78M	Buy	+32,452	New	+$1.78M	0.14%	176

Other funds holding FIW

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 FIW Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of First Trust Water ETF (FIW) in Q2 2022, closing a stake of 13,213 shares — an estimated $1.12M sold.

Mariner Independent Advisor Network first reported a position in FIW in Q3 2019 and held it in 11 quarters. The position peaked at $2.54M in Q3 2020. 213 funds tracked by Wall St. Rank hold FIW as of Q2 2022.

Mariner Independent Advisor Network reported no remaining First Trust Water ETF position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 13,213 First Trust Water ETF shares in Q2 2022, an estimated $1.12M.
Mariner Independent Advisor Network first reported a position in First Trust Water ETF in Q3 2019 and held it in 11 quarters.
Mariner Independent Advisor Network's First Trust Water ETF position peaked at $2.54M in Q3 2020.
213 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.