Mariner Independent Advisor Network’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$763K	Sell	17,471 -244	-1%	-$12.4K	0.03%	418
2022 Q2	$899K	Sell	17,715 -11,554	-39%	-$628K	0.04%	386
2022 Q1	$1.71M	Buy	29,269 +16,307	+126%	+$968K	0.07%	285
2021 Q4	$825K	Sell	12,962 -3,366	-21%	-$201K	0.04%	352
2021 Q3	$922K	Sell	16,328 -72	-0.4%	-$4.17K	0.05%	342
2021 Q2	$940K	Sell	16,400 -850	-5%	-$47.8K	0.04%	346
2021 Q1	$931K	Sell	17,250 -1,726	-9%	-$89.7K	0.05%	311
2020 Q4	$939K	Buy	18,976 +1,730	+10%	+$80.3K	0.05%	291
2020 Q3	$755K	Buy	17,246 +461	+3%	+$20.2K	0.06%	239
2020 Q2	$698K	Buy	+16,785	New	+$660K	0.06%	242
2019 Q2	–	Sell	-11,102	Closed	-$430K	–	386
2019 Q1	$430K	Buy	11,102 +465	+4%	+$16.9K	0.04%	314
2018 Q4	$365K	Sell	10,637 -305	-3%	-$10.8K	0.03%	320
2018 Q3	$420K	Buy	+10,942	New	+$409K	0.05%	196
2017 Q4	–	Sell	-11,711	Closed	-$379K	–	304
2017 Q3	$379K	Buy	11,711 +610	+5%	+$19.4K	0.06%	144
2017 Q2	$346K	Buy	+11,101	New	+$353K	0.05%	171

Other funds holding TDIV

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

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

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

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

RJFSA

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

RJA

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

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

Mariner Independent Advisor Network reduced its First Trust NASDAQ Technology Dividend Index Fund (TDIV) stake by 1.4% in Q3 2022, selling an estimated $12.4K and leaving 17,471 shares worth $763K. The position accounts for 0.03% of the portfolio, ranked #418.

Mariner Independent Advisor Network first reported a position in TDIV in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.71M in Q1 2022. 232 funds tracked by Wall St. Rank hold TDIV as of Q3 2022.

Mariner Independent Advisor Network held 17,471 shares of First Trust NASDAQ Technology Dividend Index Fund worth $763K as of Q3 2022.
Mariner Independent Advisor Network sold 244 First Trust NASDAQ Technology Dividend Index Fund shares in Q3 2022, an estimated $12.4K.
First Trust NASDAQ Technology Dividend Index Fund made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #418 holding.
Mariner Independent Advisor Network first reported a position in First Trust NASDAQ Technology Dividend Index Fund in Q2 2017 and has held it in 15 quarters since.
Mariner Independent Advisor Network's First Trust NASDAQ Technology Dividend Index Fund position peaked at $1.71M in Q1 2022.
232 funds tracked by Wall St. Rank held First Trust NASDAQ Technology Dividend Index Fund as of Q3 2022.

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