First Trust Advisors
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First Trust Advisors’s MarineMax HZO Stock Holding History

First Trust Advisors’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,428
Closed -$970K – 2553
2021
Q4 		$970K Sell
16,428
-3,898
-19% -$209K ﹤0.01% 2071
2021
Q3 		$986K Buy
+20,326
New +$1.01M ﹤0.01% 2044
2021
Q1 		– Sell
-32,766
Closed -$1.15M – 2430
2020
Q4 		$1.15M Buy
32,766
+3,741
+13% +$117K ﹤0.01% 1835
2020
Q3 		$745K Buy
+29,025
New +$798K ﹤0.01% 1886
2017
Q3 		– Sell
-19,413
Closed -$380K – 2416
2017
Q2 		$380K Sell
19,413
-565
-3% -$11.1K ﹤0.01% 2149
2017
Q1 		$433K Sell
19,978
-7,699
-28% -$162K ﹤0.01% 2126
2016
Q4 		$536K Buy
27,677
+14,475
+110% +$280K ﹤0.01% 2095
2016
Q3 		$277K Buy
+13,202
New +$259K ﹤0.01% 2161
2016
Q2 		– Sell
-110,512
Closed -$2.15M – 2318
2016
Q1 		$2.15M Buy
110,512
+4,203
+4% +$72.2K 0.01% 1266
2015
Q4 		$1.96M Sell
106,309
-7,188
-6% -$120K 0.01% 1416
2015
Q3 		$1.6M Sell
113,497
-17,750
-14% -$312K ﹤0.01% 1503
2015
Q2 		$3.09M Sell
131,247
-11,809
-8% -$283K 0.01% 1273
2015
Q1 		$3.79M Sell
143,056
-6,013
-4% -$147K 0.01% 1139
2014
Q4 		$2.99M Buy
149,069
+20,066
+16% +$368K 0.01% 1225
2014
Q3 		$2.17M Buy
129,003
+32,232
+33% +$559K 0.01% 1340
2014
Q2 		$1.62M Sell
96,771
-61,238
-39% -$966K 0.01% 1467
2014
Q1 		$2.4M Buy
158,009
+121,447
+332% +$1.84M 0.01% 1298
2013
Q4 		$588K Buy
+36,562
New +$552K ﹤0.01% 1833
2013
Q3 		– Sell
-30,457
Closed -$345K – 2278
2013
Q2 		$345K Buy
+30,457
New +$369K ﹤0.01% 1985

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

First Trust Advisors's HZO Position: Q1 2022 in Review

First Trust Advisors sold out of MarineMax (HZO) in Q1 2022, closing a stake of 16,428 shares — an estimated $970K sold.

First Trust Advisors first reported a position in HZO in Q2 2013 and held it in 19 quarters. The position peaked at $3.79M in Q1 2015. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

  • First Trust Advisors reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
  • First Trust Advisors sold 16,428 MarineMax shares in Q1 2022, an estimated $970K.
  • First Trust Advisors first reported a position in MarineMax in Q2 2013 and held it in 19 quarters.
  • First Trust Advisors's MarineMax position peaked at $3.79M in Q1 2015.
  • 227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on First Trust Advisors's 13F filing for Q1 2022, filed 13 May 2022.