Jones Financial Companies
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Jones Financial Companies’s First Trust Europe AlphaDEX Fund FEP Stock Holding History

Jones Financial Companies’s Portfolio FEP Stock Details FEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$350K Buy
6,701
+1,001
+18% +$56.2K ﹤0.01% 2199
2025
Q4 		$306K Sell
5,700
-456
-7% -$23.5K ﹤0.01% 1719
2025
Q3 		$313K Buy
6,156
+3,268
+113% +$161K ﹤0.01% 1603
2025
Q2 		$137K Buy
2,888
+492
+21% +$21.7K ﹤0.01% 1803
2025
Q1 		$99.2K Buy
2,396
+1,788
+294% +$70.1K ﹤0.01% 1778
2024
Q4 		$21.8K Buy
+608
New +$22.6K ﹤0.01% 2222

Other funds holding FEP

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return