Mariner Independent Advisor Network’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20,838	Closed	-$583K	–	321
2020 Q2	$583K	Buy	20,838 +256	+1%	+$7K	0.05%	251
2020 Q1	$515K	Buy	+20,582	New	+$645K	0.05%	280
2018 Q2	–	Sell	-18,100	Closed	-$619K	–	221
2018 Q1	$619K	Buy	+18,100	New	+$628K	0.04%	271

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Mariner Independent Advisor Network's HDMV Position: Q3 2020 in Review

Mariner Independent Advisor Network sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2020, closing a stake of 20,838 shares — an estimated $583K sold.

Mariner Independent Advisor Network first reported a position in HDMV in Q1 2018 and held it in 3 quarters. The position peaked at $619K in Q1 2018. 37 funds tracked by Wall St. Rank hold HDMV as of Q3 2020.

Mariner Independent Advisor Network reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 20,838 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2020, an estimated $583K.
Mariner Independent Advisor Network first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2018 and held it in 3 quarters.
Mariner Independent Advisor Network's First Trust Horizon Managed Volatility Developed International ETF position peaked at $619K in Q1 2018.
37 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2020, filed 30 Nov 2020.