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Mariner Independent Advisor Network’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

Mariner Independent Advisor Network’s Portfolio FXG Stock Details FXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-10,862
Closed -$478K – 130
2015
Q2 		$478K Buy
+10,862
New +$485K 0.23% 78

Other funds holding FXG

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Mariner Independent Advisor Network's FXG Position: Q3 2015 in Review

Mariner Independent Advisor Network sold out of First Trust Consumer Staples AlphaDEX Fund (FXG) in Q3 2015, closing a stake of 10,862 shares — an estimated $478K sold.

Mariner Independent Advisor Network first reported a position in FXG in Q2 2015 and held it in 1 quarter. The position peaked at $478K in Q2 2015. 126 funds tracked by Wall St. Rank hold FXG as of Q3 2015.

  • Mariner Independent Advisor Network reported no remaining First Trust Consumer Staples AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,862 First Trust Consumer Staples AlphaDEX Fund shares in Q3 2015, an estimated $478K.
  • Mariner Independent Advisor Network first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Mariner Independent Advisor Network's First Trust Consumer Staples AlphaDEX Fund position peaked at $478K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q3 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2015, filed 18 Nov 2015.