Mariner’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Mariner’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$888K	Sell	4,585 -6	-0.1%	-$1.06K	﹤0.01%	2040
2026 Q1	$708K	Sell	4,591 -313	-6%	-$50.5K	﹤0.01%	2231
2025 Q4	$784K	Sell	4,904 -197	-4%	-$31.5K	﹤0.01%	2120
2025 Q3	$820K	Buy	5,101 +1,103	+28%	+$172K	﹤0.01%	2061
2025 Q2	$604K	Buy	3,998 +177	+5%	+$24.4K	﹤0.01%	2187
2025 Q1	$502K	Buy	3,821 +91	+2%	+$12.8K	﹤0.01%	2207
2024 Q4	$516K	Hold	3,730	–	–	﹤0.01%	2174
2024 Q3	$490K	Sell	3,730 -412	-10%	-$51.2K	﹤0.01%	2138
2024 Q2	$508K	Hold	4,142	–	–	﹤0.01%	2035
2024 Q1	$511K	Sell	4,142 -3,518	-46%	-$409K	﹤0.01%	2011
2023 Q4	$839K	Buy	7,660 +2,357	+44%	+$238K	﹤0.01%	1557
2023 Q3	$513K	Sell	5,303 -10	-0.2%	-$1.01K	﹤0.01%	1763
2023 Q2	$538K	Buy	5,313 +10	+0.2%	+$945	﹤0.01%	1686
2023 Q1	$493K	Buy	5,303 +82	+2%	+$7.62K	﹤0.01%	1703
2022 Q4	$477K	Sell	5,221 -533	-9%	-$49.4K	﹤0.01%	1677
2022 Q3	$492K	Buy	+5,754	New	+$539K	﹤0.01%	1434

Other funds holding FTC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mariner's FTC Position: Q2 2026 in Review

Mariner reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.13% in Q2 2026, selling an estimated $1.06K and leaving 4,585 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Mariner first reported a position in FTC in Q3 2022 and has held it in 16 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Mariner held 4,585 shares of First Trust Large Cap Growth AlphaDEX Fund worth $888K as of Q2 2026.
Mariner sold 6 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.06K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2040 holding.
Mariner first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

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