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Mariner Independent Advisor Network’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Mariner Independent Advisor Network’s Portfolio FAD Stock Details FAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-50,065
Closed -$2.79M – 227
2017
Q1 		$2.79M Buy
+50,065
New +$2.75M 0.34% 49

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Mariner Independent Advisor Network's FAD Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2017, closing a stake of 50,065 shares — an estimated $2.79M sold.

Mariner Independent Advisor Network first reported a position in FAD in Q1 2017 and held it in 1 quarter. The position peaked at $2.79M in Q1 2017. 42 funds tracked by Wall St. Rank hold FAD as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 50,065 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2017, an estimated $2.79M.
  • Mariner Independent Advisor Network first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $2.79M in Q1 2017.
  • 42 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.