MIAN
Mariner Independent Advisor Network’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,112
| Closed | -$748K | – | 331 |
|
|
2020
Q1 | $748K | Sell |
13,112
-15,319
| -54% | -$874K | 0.07% | 242 |
|
|
2019
Q4 | $2.07M | Sell |
28,431
-1,667
| -6% | -$122K | 0.15% | 158 |
|
|
2019
Q3 | $2.08M | Sell |
30,098
-15
| -0% | -$1.04K | 0.16% | 144 |
|
|
2019
Q2 | $2.13M | Sell |
30,113
-56
| -0.2% | -$3.96K | 0.16% | 143 |
|
|
2019
Q1 | $2.04M | Buy |
30,169
+2,380
| +9% | +$161K | 0.17% | 137 |
|
|
2018
Q4 | $1.66M | Buy |
27,789
+17,205
| +163% | +$1.03M | 0.15% | 156 |
|
|
2018
Q3 | $744K | Buy |
+10,584
| New | +$744K | 0.09% | 164 |
|
|
2016
Q2 | – | Sell |
-10,224
| Closed | -$494K | – | 146 |
|
|
2016
Q1 | $494K | Buy |
+10,224
| New | +$494K | 0.16% | 94 |
|
|
2015
Q4 | – | Sell |
-11,122
| Closed | -$508K | – | 103 |
|
|
2015
Q3 | $508K | Buy |
+11,122
| New | +$508K | 0.19% | 97 |
|
|
2015
Q2 | – | Sell |
-10,110
| Closed | -$492K | – | 99 |
|
|
2015
Q1 | $492K | Sell |
10,110
-11
| -0.1% | -$535 | 0.27% | 67 |
|
|
2014
Q4 | $470K | Buy |
10,121
+726
| +8% | +$33.7K | 0.22% | 85 |
|
|
2014
Q3 | $409K | Buy |
9,395
+890
| +10% | +$38.7K | 0.21% | 74 |
|
|
2014
Q2 | $373K | Buy |
+8,505
| New | +$373K | 0.18% | 82 |
|