Mariner Independent Advisor Network’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6.12M	Buy	140,606 +112,311	+397%	+$5.19M	0.26%	90
2022 Q2	$1.31M	Sell	28,295 -8,996	-24%	-$426K	0.06%	322
2022 Q1	$1.84M	Sell	37,291 -27,817	-43%	-$1.43M	0.07%	276
2021 Q4	$3.44M	Sell	65,108 -24,661	-27%	-$1.32M	0.16%	146
2021 Q3	$4.81M	Buy	89,769 +15,386	+21%	+$831K	0.23%	113
2021 Q2	$3.99M	Buy	74,383 +33,052	+80%	+$1.76M	0.18%	143
2021 Q1	$2.18M	Sell	41,331 -8,839	-18%	-$476K	0.11%	183
2020 Q4	$2.75M	Buy	50,170 +34,941	+229%	+$1.93M	0.15%	161
2020 Q3	$838K	Sell	15,229 -157	-1%	-$8.68K	0.07%	229
2020 Q2	$844K	Buy	+15,386	New	+$832K	0.08%	226

Other funds holding FIXD

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 397% in Q3 2022, buying an estimated $5.19M and bringing the position to 140,606 shares worth $6.12M. The position accounts for 0.26% of the portfolio, ranked #90.

Mariner Independent Advisor Network first reported a position in FIXD in Q2 2020 and has held it in 10 quarters since. 285 funds tracked by Wall St. Rank hold FIXD as of Q3 2022.

Mariner Independent Advisor Network held 140,606 shares of First Trust Smith Opportunistic Fixed Income ETF worth $6.12M as of Q3 2022.
Mariner Independent Advisor Network bought 112,311 First Trust Smith Opportunistic Fixed Income ETF shares in Q3 2022, an estimated $5.19M.
First Trust Smith Opportunistic Fixed Income ETF made up 0.26% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #90 holding.
Mariner Independent Advisor Network first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q2 2020 and has held it in 10 quarters since.
285 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q3 2022.

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