Mariner Independent Advisor Network’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$963K	Sell	26,968 -5,643	-17%	-$233K	0.04%	375
2022 Q2	$1.42M	Buy	32,611 +209	+0.6%	+$9.34K	0.06%	306
2022 Q1	$1.6M	Buy	32,402 +2,567	+9%	+$130K	0.06%	293
2021 Q4	$1.72M	Sell	29,835 -7,548	-20%	-$472K	0.08%	249
2021 Q3	$2.4M	Sell	37,383 -14,011	-27%	-$944K	0.12%	198
2021 Q2	$3.51M	Sell	51,394 -14,737	-22%	-$989K	0.16%	156
2021 Q1	$4.36M	Buy	66,131 +12,423	+23%	+$878K	0.23%	112
2020 Q4	$3.69M	Buy	53,708 +33,245	+162%	+$2.05M	0.2%	125
2020 Q3	$1.16M	Buy	20,463 +1,104	+6%	+$62K	0.1%	199
2020 Q2	$994K	Buy	19,359 +4,948	+34%	+$218K	0.09%	208
2020 Q1	$522K	Buy	+14,411	New	+$571K	0.05%	278

Other funds holding FPXI

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

Mariner Independent Advisor Network's FPXI Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) stake by 17% in Q3 2022, selling an estimated $233K and leaving 26,968 shares worth $963K. The position accounts for 0.04% of the portfolio, ranked #375.

Mariner Independent Advisor Network first reported a position in FPXI in Q1 2020 and has held it in 11 quarters since. The position peaked at $4.36M in Q1 2021. 112 funds tracked by Wall St. Rank hold FPXI as of Q3 2022.

Mariner Independent Advisor Network held 26,968 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $963K as of Q3 2022.
Mariner Independent Advisor Network sold 5,643 First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF shares in Q3 2022, an estimated $233K.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #375 holding.
Mariner Independent Advisor Network first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $4.36M in Q1 2021.
112 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.