MARINER INDEPENDENT ADVISOR NETWORK, LLC RDVY β€” FIRST TR EXCHANGE TRADED FD

Ownership history in MARINER INDEPENDENT ADVISOR NETWORK, LLC  Β·  14 quarters on record

AI Ownership Summary

MARINER INDEPENDENT ADVISOR NETWORK, LLC reported FIRST TR EXCHANGE TRADED FD (RDVY) in 14 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RDVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINER INDEPENDENT ADVISOR NETWORK, LLC's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
14 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARINER INDEPENDENT ADVISOR NETWORK, LLC held RDVY β€” position size vs. price
% of Fund (quarterly)    RDVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARINER INDEPENDENT ADVISOR NETWORK, LLC and RDVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINER INDEPENDENT ADVISOR NETWORK, LLC reported owning RDVY?

MARINER INDEPENDENT ADVISOR NETWORK, LLC reported RDVY across 0 quarterly 13F filings.

What was the largest reported RDVY position in MARINER INDEPENDENT ADVISOR NETWORK, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for RDVY in MARINER INDEPENDENT ADVISOR NETWORK, LLC.

What is the latest reported RDVY position on this page?

The most recent filing on this page is 2022 Q3, when MARINER INDEPENDENT ADVISOR NETWORK, LLC reported 430,689 shares, equal to 0.72% of portfolio, with an estimated market value of $16.7M.

What does the chart on this RDVY ownership page compare?

The chart compares MARINER INDEPENDENT ADVISOR NETWORK, LLC's quarterly RDVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARINER INDEPENDENT ADVISOR NETWORK, LLC time their RDVY position?

Based on 13F filing dates vs. subsequent RDVY price moves, MARINER INDEPENDENT ADVISOR NETWORK, LLC correctly timed 9 out of 12 reported position changes (75%). The annualised alpha on RDVY relative to SPY over the holding period was -0.6%.

← Back to MARINER INDEPENDENT ADVISOR NETWORK, LLC Holdings