Mariner Independent Advisor Network’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.11M	Buy	+69,155	New	+$2.35M	0.09%	222
2019 Q3	–	Sell	-16,923	Closed	-$483K	–	381
2019 Q2	$483K	Buy	+16,923	New	+$482K	0.04%	315

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mariner Independent Advisor Network's FXU Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q3 2022: 69,155 shares worth $2.11M. The stake represents 0.09% of the portfolio and ranks #222 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in FXU as recently as Q2 2019.

Mariner Independent Advisor Network first reported a position in FXU in Q2 2019 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold FXU as of Q3 2022.

Mariner Independent Advisor Network held 69,155 shares of First Trust Utilities AlphaDEX Fund worth $2.11M as of Q3 2022.
First Trust Utilities AlphaDEX Fund was a new Mariner Independent Advisor Network position in Q3 2022.
First Trust Utilities AlphaDEX Fund made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #222 holding.
Mariner Independent Advisor Network first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2019 and has held it in 2 quarters since.
108 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.