Mariner Independent Advisor Network’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,590	Closed	-$223K	–	339
2017 Q4	$223K	Buy	+11,590	New	+$220K	0.02%	280
2017 Q3	–	Sell	-18,333	Closed	-$353K	–	183
2017 Q2	$353K	Buy	+18,333	New	+$356K	0.05%	170
2017 Q1	–	Sell	-36,596	Closed	-$699K	–	314
2016 Q4	$699K	Buy	36,596 +13,189	+56%	+$246K	0.11%	118
2016 Q3	$443K	Buy	+23,407	New	+$455K	0.06%	138

Other funds holding MDIV

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mariner Independent Advisor Network's MDIV Position: Q1 2018 in Review

Mariner Independent Advisor Network sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2018, closing a stake of 11,590 shares — an estimated $223K sold.

Mariner Independent Advisor Network first reported a position in MDIV in Q3 2016 and held it in 4 quarters. The position peaked at $699K in Q4 2016. 88 funds tracked by Wall St. Rank hold MDIV as of Q1 2018.

Mariner Independent Advisor Network reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,590 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2018, an estimated $223K.
Mariner Independent Advisor Network first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2016 and held it in 4 quarters.
Mariner Independent Advisor Network's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $699K in Q4 2016.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2018, filed 8 May 2018.