MIAN
Mariner Independent Advisor Network’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.67M | Buy |
140,857
+6,987
| +5% | +$331K | 0.29% | 77 |
|
|
2022
Q2 | $6.45M | Sell |
133,870
-38,341
| -22% | -$1.85M | 0.27% | 88 |
|
|
2022
Q1 | $8.42M | Sell |
172,211
-147,865
| -46% | -$7.23M | 0.32% | 80 |
|
|
2021
Q4 | $16M | Buy |
320,076
+7,864
| +3% | +$393K | 0.75% | 23 |
|
|
2021
Q3 | $15.8M | Buy |
312,212
+139,498
| +81% | +$7.06M | 0.77% | 20 |
|
|
2021
Q2 | $8.79M | Buy |
172,714
+62,230
| +56% | +$3.17M | 0.4% | 55 |
|
|
2021
Q1 | $5.64M | Sell |
110,484
-19,442
| -15% | -$993K | 0.29% | 81 |
|
|
2020
Q4 | $6.69M | Buy |
129,926
+94,755
| +269% | +$4.88M | 0.36% | 66 |
|
|
2020
Q3 | $1.82M | Buy |
35,171
+6,457
| +22% | +$334K | 0.15% | 152 |
|
|
2020
Q2 | $1.48M | Sell |
28,714
-371
| -1% | -$19.2K | 0.14% | 171 |
|
|
2020
Q1 | $1.49M | Sell |
29,085
-11,531
| -28% | -$592K | 0.13% | 167 |
|
|
2019
Q4 | $2.1M | Buy |
40,616
+831
| +2% | +$43K | 0.15% | 153 |
|
|
2019
Q3 | $2.07M | Buy |
39,785
+734
| +2% | +$38.2K | 0.16% | 146 |
|
|
2019
Q2 | $2.02M | Buy |
39,051
+2,298
| +6% | +$119K | 0.15% | 149 |
|
|
2019
Q1 | $1.88M | Buy |
36,753
+5,536
| +18% | +$284K | 0.16% | 148 |
|
|
2018
Q4 | $1.6M | Buy |
31,217
+15,323
| +96% | +$783K | 0.14% | 163 |
|
|
2018
Q3 | $808K | Buy |
+15,894
| New | +$808K | 0.1% | 161 |
|
|
2018
Q2 | – | Sell |
-17,024
| Closed | -$874K | – | 250 |
|
|
2018
Q1 | $874K | Buy |
+17,024
| New | +$874K | 0.05% | 233 |
|
|
2017
Q4 | – | Sell |
-34,084
| Closed | -$1.77M | – | 298 |
|
|
2017
Q3 | $1.77M | Sell |
34,084
-13,837
| -29% | -$719K | 0.29% | 72 |
|
|
2017
Q2 | $2.5M | Buy |
+47,921
| New | +$2.5M | 0.36% | 80 |
|
|
2017
Q1 | – | Sell |
-203,745
| Closed | -$10.6M | – | 312 |
|
|
2016
Q4 | $10.6M | Buy |
203,745
+188,476
| +1,234% | +$9.83M | 1.73% | 16 |
|
|
2016
Q3 | $800K | Buy |
+15,269
| New | +$800K | 0.11% | 119 |
|