Mariner Independent Advisor Network’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,804	Closed	-$291K	–	328
2020 Q1	$291K	Sell	11,804 -4,277	-27%	-$144K	0.03%	327
2019 Q4	$605K	Sell	16,081 -595	-4%	-$21.4K	0.04%	295
2019 Q3	$568K	Buy	16,676 +105	+0.6%	+$3.61K	0.04%	306
2019 Q2	$586K	Sell	16,571 -526	-3%	-$18.5K	0.04%	297
2019 Q1	$604K	Buy	17,097 +91	+0.5%	+$3.09K	0.05%	284
2018 Q4	$557K	Buy	+17,006	New	+$570K	0.05%	285

Other funds holding FEP

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

RJA

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

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

RJFSA

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Mariner Independent Advisor Network's FEP Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of First Trust Europe AlphaDEX Fund (FEP) in Q2 2020, closing a stake of 11,804 shares — an estimated $291K sold.

Mariner Independent Advisor Network first reported a position in FEP in Q4 2018 and held it in 6 quarters. The position peaked at $605K in Q4 2019. 80 funds tracked by Wall St. Rank hold FEP as of Q2 2020.

Mariner Independent Advisor Network reported no remaining First Trust Europe AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,804 First Trust Europe AlphaDEX Fund shares in Q2 2020, an estimated $291K.
Mariner Independent Advisor Network first reported a position in First Trust Europe AlphaDEX Fund in Q4 2018 and held it in 6 quarters.
Mariner Independent Advisor Network's First Trust Europe AlphaDEX Fund position peaked at $605K in Q4 2019.
80 funds tracked by Wall St. Rank held First Trust Europe AlphaDEX Fund as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.