Mariner Independent Advisor Network’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25,026	Closed	-$1.42M	–	569
2022 Q2	$1.42M	Buy	25,026 +603	+2%	+$40.9K	0.06%	307
2022 Q1	$1.75M	Buy	24,423 +407	+2%	+$26.2K	0.07%	282
2021 Q4	$1.49M	Buy	+24,016	New	+$1.45M	0.07%	273
2018 Q2	–	Sell	-10,282	Closed	-$433K	–	211
2018 Q1	$433K	Sell	10,282 -23,745	-70%	-$1.05M	0.03%	303
2017 Q4	$1.49M	Sell	34,027 -18,363	-35%	-$769K	0.16%	145
2017 Q3	$2.11M	Buy	+52,390	New	+$2.04M	0.34%	67

Other funds holding FXZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

RJFSA

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2022, closing a stake of 25,026 shares — an estimated $1.42M sold.

Mariner Independent Advisor Network first reported a position in FXZ in Q3 2017 and held it in 6 quarters. The position peaked at $2.11M in Q3 2017. 154 funds tracked by Wall St. Rank hold FXZ as of Q3 2022.

Mariner Independent Advisor Network reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 25,026 First Trust Materials AlphaDEX Fund shares in Q3 2022, an estimated $1.42M.
Mariner Independent Advisor Network first reported a position in First Trust Materials AlphaDEX Fund in Q3 2017 and held it in 6 quarters.
Mariner Independent Advisor Network's First Trust Materials AlphaDEX Fund position peaked at $2.11M in Q3 2017.
154 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2022.

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