Jones Financial Companies

Jones Financial Companies’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Jones Financial Companies’s Portfolio FEM Stock Details FEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Buy	43,269 +16,711	+63%	+$498K	﹤0.01%	1619
2025 Q4	$726K	Buy	26,558 +9,462	+55%	+$255K	﹤0.01%	1356
2025 Q3	$457K	Buy	17,096 +3,399	+25%	+$88.2K	﹤0.01%	1433
2025 Q2	$333K	Buy	13,697 +4,388	+47%	+$102K	﹤0.01%	1446
2025 Q1	$213K	Buy	9,309 +3,665	+65%	+$82.7K	﹤0.01%	1472
2024 Q4	$124K	Buy	5,644 +4,855	+615%	+$111K	﹤0.01%	1543
2024 Q3	$19K	Buy	789 +419	+113%	+$9.79K	﹤0.01%	1966
2024 Q2	$8.86K	Buy	+370	New	+$8.89K	﹤0.01%	1794

Other funds holding FEM

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

First Trust Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return