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Mariner Independent Advisor Network’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Mariner Independent Advisor Network’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-37,764
Closed -$3.69M – 471
2021
Q3 		$3.69M Sell
37,764
-3,146
-8% -$313K 0.18% 140
2021
Q2 		$4.09M Sell
40,910
-26,647
-39% -$2.61M 0.19% 137
2021
Q1 		$6.34M Buy
67,557
+31,311
+86% +$2.84M 0.33% 67
2020
Q4 		$3.01M Buy
36,246
+4,422
+14% +$335K 0.16% 152
2020
Q3 		$2.1M Buy
31,824
+2,705
+9% +$177K 0.17% 139
2020
Q2 		$1.81M Sell
29,119
-2,872
-9% -$164K 0.17% 147
2020
Q1 		$1.45M Buy
31,991
+1,743
+6% +$113K 0.13% 168
2019
Q4 		$2.19M Buy
30,248
+936
+3% +$65.4K 0.16% 145
2019
Q3 		$1.95M Buy
29,312
+3,315
+13% +$225K 0.15% 163
2019
Q2 		$1.79M Sell
25,997
-448
-2% -$30.4K 0.14% 159
2019
Q1 		$1.79M Buy
26,445
+2,682
+11% +$175K 0.15% 155
2018
Q4 		$1.47M Buy
23,763
+5,487
+30% +$351K 0.13% 173
2018
Q3 		$1.31M Buy
+18,276
New +$1.3M 0.16% 129
2017
Q1 		– Sell
-11,337
Closed -$639K – 281
2016
Q4 		$639K Buy
+11,337
New +$613K 0.1% 120
2015
Q1 		– Sell
-6,343
Closed -$335K – 106
2014
Q4 		$335K Buy
6,343
+616
+11% +$31.6K 0.16% 108
2014
Q3 		$288K Buy
5,727
+464
+9% +$24.2K 0.15% 90
2014
Q2 		$281K Buy
+5,263
New +$270K 0.14% 98

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mariner Independent Advisor Network's FNX Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q4 2021, closing a stake of 37,764 shares — an estimated $3.69M sold.

Mariner Independent Advisor Network first reported a position in FNX in Q2 2014 and held it in 17 quarters. The position peaked at $6.34M in Q1 2021. 159 funds tracked by Wall St. Rank hold FNX as of Q4 2021.

  • Mariner Independent Advisor Network reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 37,764 First Trust Mid Cap Core AlphaDEX Fund shares in Q4 2021, an estimated $3.69M.
  • Mariner Independent Advisor Network first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q2 2014 and held it in 17 quarters.
  • Mariner Independent Advisor Network's First Trust Mid Cap Core AlphaDEX Fund position peaked at $6.34M in Q1 2021.
  • 159 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.