MIAN
Mariner Independent Advisor Network’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40,296
| Closed | -$2.79M | – | 557 |
|
|
2022
Q1 | $2.79M | Sell |
40,296
-2,545
| -6% | -$176K | 0.11% | 196 |
|
|
2021
Q4 | $3.22M | Buy |
+42,841
| New | +$3.22M | 0.15% | 156 |
|
|
2021
Q3 | – | Sell |
-51,659
| Closed | -$3.79M | – | 494 |
|
|
2021
Q2 | $3.79M | Buy |
51,659
+803
| +2% | +$58.9K | 0.17% | 148 |
|
|
2021
Q1 | $3.54M | Buy |
50,856
+772
| +2% | +$53.8K | 0.18% | 132 |
|
|
2020
Q4 | $3.09M | Buy |
+50,084
| New | +$3.09M | 0.17% | 150 |
|
|
2020
Q1 | – | Sell |
-10,305
| Closed | -$481K | – | 374 |
|
|
2019
Q4 | $481K | Buy |
+10,305
| New | +$481K | 0.03% | 315 |
|