Mariner Independent Advisor Network’s First Trust Long/Short Equity ETF FTLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.39M	Buy	29,600 +3,829	+15%	+$188K	0.06%	313
2022 Q2	$1.25M	Buy	25,771 +11,993	+87%	+$600K	0.05%	328
2022 Q1	$703K	Buy	13,778 +1,666	+14%	+$83.8K	0.03%	402
2021 Q4	$630K	Buy	12,112 +1,591	+15%	+$80.6K	0.03%	380
2021 Q3	$509K	Buy	+10,521	New	+$517K	0.02%	399
2020 Q4	–	Sell	-19,871	Closed	-$846K	–	411
2020 Q3	$846K	Buy	19,871 +7,422	+60%	+$317K	0.07%	228
2020 Q2	$510K	Sell	12,449 -1,559	-11%	-$62.3K	0.05%	261
2020 Q1	$513K	Buy	14,008 +2,878	+26%	+$119K	0.05%	282
2019 Q4	$475K	Buy	+11,130	New	+$465K	0.03%	317

Other funds holding FTLS

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

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

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $166M AUM 16.79% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network increased its First Trust Long/Short Equity ETF (FTLS) stake by 15% in Q3 2022, buying an estimated $188K and bringing the position to 29,600 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #313.

Mariner Independent Advisor Network first reported a position in FTLS in Q4 2019 and has held it in 9 quarters since. 100 funds tracked by Wall St. Rank hold FTLS as of Q3 2022.

Mariner Independent Advisor Network held 29,600 shares of First Trust Long/Short Equity ETF worth $1.39M as of Q3 2022.
Mariner Independent Advisor Network bought 3,829 First Trust Long/Short Equity ETF shares in Q3 2022, an estimated $188K.
First Trust Long/Short Equity ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #313 holding.
Mariner Independent Advisor Network first reported a position in First Trust Long/Short Equity ETF in Q4 2019 and has held it in 9 quarters since.
100 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2022.

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