MIAN
FSGS

Mariner Independent Advisor Network’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Mariner Independent Advisor Network’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,064
Closed -$223K – 405
2019
Q4 		$223K Sell
10,064
-2,245
-18% -$48K 0.02% 362
2019
Q3 		$256K Buy
12,309
+740
+6% +$15.2K 0.02% 359
2019
Q2 		$242K Buy
11,569
+1,233
+12% +$25.7K 0.02% 354
2019
Q1 		$217K Buy
+10,336
New +$214K 0.02% 348

Other funds holding FSGS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Independent Advisor Network's FSGS Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of First Trust SMID Growth Strength ETF (FSGS) in Q1 2020, closing a stake of 10,064 shares — an estimated $223K sold.

Mariner Independent Advisor Network first reported a position in FSGS in Q1 2019 and held it in 4 quarters. The position peaked at $256K in Q3 2019. 8 funds tracked by Wall St. Rank hold FSGS as of Q1 2020.

  • Mariner Independent Advisor Network reported no remaining First Trust SMID Growth Strength ETF position as of Q1 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,064 First Trust SMID Growth Strength ETF shares in Q1 2020, an estimated $223K.
  • Mariner Independent Advisor Network first reported a position in First Trust SMID Growth Strength ETF in Q1 2019 and held it in 4 quarters.
  • Mariner Independent Advisor Network's First Trust SMID Growth Strength ETF position peaked at $256K in Q3 2019.
  • 8 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.