Jones Financial Companies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $925K | Buy |
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|
2025
Q3 | $843K | Buy |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $659K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $18.8K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $22K | Buy |
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