Jones Financial Companies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Jones Financial Companies's FEX Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 36% in Q2 2026, buying an estimated $441K and bringing the position to 12,635 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Jones Financial Companies first reported a position in FEX in Q1 2021 and has held it in 13 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

• Jones Financial Companies held 12,635 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.74M as of Q2 2026.
• Jones Financial Companies bought 3,340 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $441K.
• First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1635 holding.
• Jones Financial Companies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2021 and has held it in 13 quarters since.
• 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.