Mariner’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Mariner’s Portfolio FDT Stock Details FDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265K	Sell	2,796 -63	-2%	-$6.02K	﹤0.01%	2939
2026 Q1	$249K	Sell	2,859 -172	-6%	-$15.2K	﹤0.01%	3031
2025 Q4	$241K	Buy	3,031 +6	+0.2%	+$464	﹤0.01%	3031
2025 Q3	$228K	Buy	+3,025	New	+$219K	﹤0.01%	3058
2025 Q1	–	Sell	-4,261	Closed	-$230K	–	3494
2024 Q4	$230K	Buy	4,261 +152	+4%	+$8.51K	﹤0.01%	2882
2024 Q3	$237K	Buy	+4,109	New	+$230K	﹤0.01%	2780
2024 Q2	–	Sell	-3,595	Closed	-$202K	–	3212
2024 Q1	$202K	Sell	3,595 -1,234	-26%	-$65.7K	﹤0.01%	2766
2023 Q4	$254K	Buy	+4,829	New	+$242K	﹤0.01%	2492

Other funds holding FDT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPWG

Sage Private Wealth Group Oakbrook Terrace, Illinois $222M AUM 31.12% 1-Year Est. Return

Mariner's FDT Position: Q2 2026 in Review

Mariner reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.2% in Q2 2026, selling an estimated $6.02K and leaving 2,796 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Mariner first reported a position in FDT in Q4 2023 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Mariner held 2,796 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $265K as of Q2 2026.
Mariner sold 63 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $6.02K.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2939 holding.
Mariner first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.