Mariner Independent Advisor Network’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,454	Closed	-$351K	–	371
2019 Q4	$351K	Sell	12,454 -4,457	-26%	-$120K	0.03%	342
2019 Q3	$422K	Buy	16,911 +167	+1%	+$4.19K	0.03%	329
2019 Q2	$427K	Sell	16,744 -18,016	-52%	-$456K	0.03%	327
2019 Q1	$869K	Buy	34,760 +2,068	+6%	+$52.3K	0.07%	243
2018 Q4	$772K	Buy	32,692 +17,672	+118%	+$453K	0.07%	250
2018 Q3	$418K	Buy	+15,020	New	+$441K	0.05%	197

Other funds holding FTXO

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 FTXO Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of First Trust Nasdaq Bank ETF (FTXO) in Q1 2020, closing a stake of 12,454 shares — an estimated $351K sold.

Mariner Independent Advisor Network first reported a position in FTXO in Q3 2018 and held it in 6 quarters. The position peaked at $869K in Q1 2019. 52 funds tracked by Wall St. Rank hold FTXO as of Q1 2020.

Mariner Independent Advisor Network reported no remaining First Trust Nasdaq Bank ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,454 First Trust Nasdaq Bank ETF shares in Q1 2020, an estimated $351K.
Mariner Independent Advisor Network first reported a position in First Trust Nasdaq Bank ETF in Q3 2018 and held it in 6 quarters.
Mariner Independent Advisor Network's First Trust Nasdaq Bank ETF position peaked at $869K in Q1 2019.
52 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q1 2020.

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