Mariner Independent Advisor Network’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.41M	Sell	60,737 -73,034	-55%	-$1.86M	0.06%	312
2022 Q2	$3.28M	Buy	133,771 +102,352	+326%	+$2.68M	0.14%	168
2022 Q1	$874K	Buy	+31,419	New	+$907K	0.03%	373

Other funds holding SDVY

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJFSA

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 55% in Q3 2022, selling an estimated $1.86M and leaving 60,737 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #312.

Mariner Independent Advisor Network first reported a position in SDVY in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.28M in Q2 2022. 144 funds tracked by Wall St. Rank hold SDVY as of Q3 2022.

Mariner Independent Advisor Network held 60,737 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.41M as of Q3 2022.
Mariner Independent Advisor Network sold 73,034 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q3 2022, an estimated $1.86M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #312 holding.
Mariner Independent Advisor Network first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2022 and has held it in 3 quarters since.
Mariner Independent Advisor Network's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.28M in Q2 2022.
144 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2022.

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