Mariner Independent Advisor Network’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-59,390
| Closed | -$3.68M | – | 516 |
|
2021
Q4 | $3.68M | Buy |
59,390
+552
| +0.9% | +$34.2K | 0.17% | 138 |
|
2021
Q3 | $3.37M | Buy |
58,838
+1,035
| +2% | +$59.4K | 0.16% | 153 |
|
2021
Q2 | $3.41M | Buy |
+57,803
| New | +$3.41M | 0.15% | 163 |
|
2021
Q1 | – | Sell |
-46,441
| Closed | -$2.33M | – | 437 |
|
2020
Q4 | $2.33M | Buy |
+46,441
| New | +$2.33M | 0.12% | 177 |
|
2017
Q1 | – | Sell |
-24,195
| Closed | -$796K | – | 289 |
|
2016
Q4 | $796K | Buy |
+24,195
| New | +$796K | 0.13% | 114 |
|