Mariner Independent Advisor Network’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.35M | Sell |
150,292
-3,763
| -2% | -$58.7K | 0.1% | 206 |
|
|
2022
Q2 | $2.28M | Buy |
154,055
+5,635
| +4% | +$83.3K | 0.1% | 217 |
|
|
2022
Q1 | $2.39M | Sell |
148,420
-24,467
| -14% | -$394K | 0.09% | 222 |
|
|
2021
Q4 | $2.12M | Buy |
+172,887
| New | +$2.12M | 0.1% | 217 |
|
|
2021
Q3 | – | Sell |
-12,958
| Closed | -$148K | – | 493 |
|
|
2021
Q2 | $148K | Sell |
12,958
-46,166
| -78% | -$527K | 0.01% | 496 |
|
|
2021
Q1 | $598K | Buy |
+59,124
| New | +$598K | 0.03% | 348 |
|