Mariner Independent Advisor Network’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-59,390	Closed	-$3.68M	–	516
2021 Q4	$3.68M	Buy	59,390 +552	+0.9%	+$33.5K	0.17%	138
2021 Q3	$3.37M	Buy	58,838 +1,035	+2%	+$61.6K	0.16%	153
2021 Q2	$3.41M	Buy	+57,803	New	+$3.42M	0.15%	163
2021 Q1	–	Sell	-46,441	Closed	-$2.33M	–	437
2020 Q4	$2.33M	Buy	+46,441	New	+$2.15M	0.12%	177
2017 Q1	–	Sell	-24,195	Closed	-$796K	–	289
2016 Q4	$796K	Buy	+24,195	New	+$758K	0.13%	114

Other funds holding FXR

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

Mariner Independent Advisor Network's FXR Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) in Q1 2022, closing a stake of 59,390 shares — an estimated $3.68M sold.

Mariner Independent Advisor Network first reported a position in FXR in Q4 2016 and held it in 5 quarters. The position peaked at $3.68M in Q4 2021. 157 funds tracked by Wall St. Rank hold FXR as of Q1 2022.

Mariner Independent Advisor Network reported no remaining First Trust Industrials/Producer Durables AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 59,390 First Trust Industrials/Producer Durables AlphaDEX Fund shares in Q1 2022, an estimated $3.68M.
Mariner Independent Advisor Network first reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund in Q4 2016 and held it in 5 quarters.
Mariner Independent Advisor Network's First Trust Industrials/Producer Durables AlphaDEX Fund position peaked at $3.68M in Q4 2021.
157 funds tracked by Wall St. Rank held First Trust Industrials/Producer Durables AlphaDEX Fund as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.