Jones Financial Companies

Jones Financial Companies’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23M	Buy	95,316 +1,400	+1%	+$63.6K	﹤0.01%	1134
2025 Q4	$3.95M	Sell	93,916 -5,469	-6%	-$232K	﹤0.01%	708
2025 Q3	$4.33M	Sell	99,385 -4,370	-4%	-$187K	﹤0.01%	613
2025 Q2	$4.16M	Buy	103,755 +12,129	+13%	+$462K	﹤0.01%	543
2025 Q1	$3.44M	Buy	91,626 +22,216	+32%	+$838K	﹤0.01%	513
2024 Q4	$2.62M	Buy	69,410 +33,698	+94%	+$1.32M	﹤0.01%	493
2024 Q3	$1.47M	Buy	35,712 +22,632	+173%	+$907K	﹤0.01%	512
2024 Q2	$531K	Buy	+13,080	New	+$526K	﹤0.01%	548

Other funds holding FEMS

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

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beta Wealth Group San Diego, California $242M AUM 15.04% 1-Year Est. Return

626 Financial Portage, Michigan $223M AUM 17.89% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return