Mariner Independent Advisor Network’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.84M	Buy	245,258 +217,435	+781%	+$5.35M	0.25%	98
2022 Q2	$680K	Buy	27,823 +175	+0.6%	+$4.37K	0.03%	430
2022 Q1	$704K	Buy	+27,648	New	+$716K	0.03%	401

Other funds holding UCON

Morgan Stanley New York $1.66T AUM 25.57% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its First Trust Smith Unconstrained Bond ETF (UCON) stake by 781% in Q3 2022, buying an estimated $5.35M and bringing the position to 245,258 shares worth $5.84M. The position accounts for 0.25% of the portfolio, ranked #98.

Mariner Independent Advisor Network first reported a position in UCON in Q1 2022 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold UCON as of Q3 2022.

Mariner Independent Advisor Network held 245,258 shares of First Trust Smith Unconstrained Bond ETF worth $5.84M as of Q3 2022.
Mariner Independent Advisor Network bought 217,435 First Trust Smith Unconstrained Bond ETF shares in Q3 2022, an estimated $5.35M.
First Trust Smith Unconstrained Bond ETF made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #98 holding.
Mariner Independent Advisor Network first reported a position in First Trust Smith Unconstrained Bond ETF in Q1 2022 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q3 2022.

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