Mariner’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Mariner’s Portfolio FXD Stock Details FXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,033	Closed	-$276K	–	3655
2025 Q4	$276K	Buy	+4,033	New	+$271K	﹤0.01%	2918
2016 Q4	–	Sell	-260	Closed	-$9K	–	649
2016 Q3	$9K	Buy	+260	New	+$9.23K	﹤0.01%	737

Other funds holding FXD

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Mariner's FXD Position: Q1 2026 in Review

Mariner sold out of First Trust Consumer Discretionary AlphaDEX Fund (FXD) in Q1 2026, closing a stake of 4,033 shares — an estimated $276K sold.

Mariner first reported a position in FXD in Q3 2016 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

Mariner reported no remaining First Trust Consumer Discretionary AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Mariner sold 4,033 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $276K.
Mariner first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q3 2016 and held it in 2 quarters.
Mariner's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $276K in Q4 2025.
114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.