Mariner Independent Advisor Network’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$784K	Buy	48,659 +271	+0.6%	+$4.82K	0.03%	414
2022 Q2	$857K	Sell	48,388 -1,253	-3%	-$24.5K	0.04%	399
2022 Q1	$1.05M	Buy	49,641 +3,912	+9%	+$85.1K	0.04%	357
2021 Q4	$1.07M	Buy	45,729 +4,136	+10%	+$95.6K	0.05%	321
2021 Q3	$946K	Buy	41,593 +4,153	+11%	+$98.9K	0.05%	338
2021 Q2	$923K	Buy	37,440 +1,146	+3%	+$27.6K	0.04%	347
2021 Q1	$833K	Buy	36,294 +5,079	+16%	+$119K	0.04%	323
2020 Q4	$694K	Buy	31,215 +364	+1%	+$7.45K	0.04%	325
2020 Q3	$580K	Buy	30,851 +4,703	+18%	+$87.7K	0.05%	259
2020 Q2	$445K	Buy	26,148 +1,357	+5%	+$21.1K	0.04%	270
2020 Q1	$328K	Sell	24,791 -574	-2%	-$10.8K	0.03%	319
2019 Q4	$541K	Buy	25,365 +914	+4%	+$18.2K	0.04%	306
2019 Q3	$460K	Buy	24,451 +2,703	+12%	+$52.1K	0.03%	323
2019 Q2	$430K	Buy	21,748 +1,009	+5%	+$19.5K	0.03%	326
2019 Q1	$403K	Buy	20,739 +831	+4%	+$15.9K	0.03%	319
2018 Q4	$369K	Buy	19,908 +1,930	+11%	+$35.3K	0.03%	317
2018 Q3	$363K	Buy	+17,978	New	+$373K	0.05%	205

Other funds holding IFV

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Mariner Independent Advisor Network increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 0.56% in Q3 2022, buying an estimated $4.82K and bringing the position to 48,659 shares worth $784K. The position accounts for 0.03% of the portfolio, ranked #414.

Mariner Independent Advisor Network first reported a position in IFV in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2021. 58 funds tracked by Wall St. Rank hold IFV as of Q3 2022.

Mariner Independent Advisor Network held 48,659 shares of First Trust Dorsey Wright International Focus 5 ETF worth $784K as of Q3 2022.
Mariner Independent Advisor Network bought 271 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2022, an estimated $4.82K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #414 holding.
Mariner Independent Advisor Network first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2018 and has held it in 17 quarters since.
Mariner Independent Advisor Network's First Trust Dorsey Wright International Focus 5 ETF position peaked at $1.07M in Q4 2021.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2022.

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