Mariner Independent Advisor Network’s First Trust US Equity Opportunities ETF FPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12,427	Closed	-$1.53M	–	472
2021 Q3	$1.53M	Sell	12,427 -447	-3%	-$56.8K	0.08%	270
2021 Q2	$1.64M	Buy	+12,874	New	+$1.57M	0.07%	277
2018 Q4	–	Sell	-11,396	Closed	-$846K	–	360
2018 Q3	$846K	Sell	11,396 -1,269	-10%	-$93.6K	0.11%	158
2018 Q2	$893K	Sell	12,665 -10,463	-45%	-$740K	0.16%	92
2018 Q1	$1.58M	Buy	23,128 +12,490	+117%	+$886K	0.1%	167
2017 Q4	$748K	Buy	10,638 +76	+0.7%	+$5.05K	0.08%	209
2017 Q3	$674K	Buy	+10,562	New	+$646K	0.11%	110

Other funds holding FPX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2021, closing a stake of 12,427 shares — an estimated $1.53M sold.

Mariner Independent Advisor Network first reported a position in FPX in Q3 2017 and held it in 7 quarters. The position peaked at $1.64M in Q2 2021. 207 funds tracked by Wall St. Rank hold FPX as of Q4 2021.

Mariner Independent Advisor Network reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,427 First Trust US Equity Opportunities ETF shares in Q4 2021, an estimated $1.53M.
Mariner Independent Advisor Network first reported a position in First Trust US Equity Opportunities ETF in Q3 2017 and held it in 7 quarters.
Mariner Independent Advisor Network's First Trust US Equity Opportunities ETF position peaked at $1.64M in Q2 2021.
207 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2021.

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