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Mariner Independent Advisor Network’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Mariner Independent Advisor Network’s Portfolio FTSM Stock Details FTSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$21.6M Buy
363,827
+156,781
+76% +$9.32M 0.93% 16
2022
Q2 		$12.3M Buy
207,046
+80,954
+64% +$4.82M 0.52% 40
2022
Q1 		$7.5M Buy
126,092
+102,922
+444% +$6.14M 0.29% 88
2021
Q4 		$1.39M Buy
23,170
+3,164
+16% +$189K 0.06% 287
2021
Q3 		$1.2M Sell
20,006
-1,144
-5% -$68.6K 0.06% 302
2021
Q2 		$1.27M Sell
21,150
-3,369
-14% -$202K 0.06% 305
2021
Q1 		$1.47M Buy
24,519
+1,186
+5% +$71.2K 0.08% 258
2020
Q4 		$1.4M Sell
23,333
-5,552
-19% -$333K 0.07% 250
2020
Q3 		$1.73M Sell
28,885
-820
-3% -$49.3K 0.14% 163
2020
Q2 		$1.78M Buy
29,705
+8,154
+38% +$487K 0.16% 148
2020
Q1 		$1.27M Sell
21,551
-20,340
-49% -$1.22M 0.11% 180
2019
Q4 		$2.52M Buy
41,891
+3,546
+9% +$213K 0.18% 123
2019
Q3 		$2.3M Sell
38,345
-1,883
-5% -$113K 0.18% 130
2019
Q2 		$2.42M Sell
40,228
-31,210
-44% -$1.87M 0.18% 133
2019
Q1 		$4.29M Buy
71,438
+2,121
+3% +$127K 0.36% 73
2018
Q4 		$4.15M Buy
69,317
+40,135
+138% +$2.41M 0.37% 72
2018
Q3 		$1.75M Buy
+29,182
New +$1.75M 0.22% 102
2018
Q2 		– Sell
-13,324
Closed -$798K – 205
2018
Q1 		$798K Buy
+13,324
New +$800K 0.05% 246
2017
Q4 		– Sell
-26,950
Closed -$1.62M – 287
2017
Q3 		$1.62M Buy
26,950
+6,050
+29% +$363K 0.26% 74
2017
Q2 		$1.25M Buy
+20,900
New +$1.25M 0.18% 124
2016
Q4 		– Sell
-80,154
Closed -$4.8M – 173
2016
Q3 		$4.8M Buy
80,154
+70,154
+702% +$4.2M 0.68% 43
2016
Q2 		$599K Buy
+10,000
New +$599K 0.11% 114

Other funds holding FTSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 76% in Q3 2022, buying an estimated $9.32M and bringing the position to 363,827 shares worth $21.6M. The position accounts for 0.93% of the portfolio, ranked #16.

Mariner Independent Advisor Network first reported a position in FTSM in Q2 2016 and has held it in 22 quarters since. 344 funds tracked by Wall St. Rank hold FTSM as of Q3 2022.

  • Mariner Independent Advisor Network held 363,827 shares of First Trust Enhanced Short Maturity ETF worth $21.6M as of Q3 2022.
  • Mariner Independent Advisor Network bought 156,781 First Trust Enhanced Short Maturity ETF shares in Q3 2022, an estimated $9.32M.
  • First Trust Enhanced Short Maturity ETF made up 0.93% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #16 holding.
  • Mariner Independent Advisor Network first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2016 and has held it in 22 quarters since.
  • 344 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q3 2022.

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