Jones Financial Companies
FNY icon

Jones Financial Companies’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Jones Financial Companies’s Portfolio FNY Stock Details FNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Buy
23,264
+3,034
+15% +$288K ﹤0.01% 1421
2025
Q4 		$1.84M Buy
20,230
+553
+3% +$50.8K ﹤0.01% 989
2025
Q3 		$1.79M Buy
19,677
+2,957
+18% +$255K ﹤0.01% 898
2025
Q2 		$1.38M Buy
16,720
+8,866
+113% +$681K ﹤0.01% 880
2025
Q1 		$583K Buy
7,854
+4,711
+150% +$379K ﹤0.01% 1062
2024
Q4 		$251K Buy
3,143
+1,380
+78% +$114K ﹤0.01% 1250
2024
Q3 		$140K Buy
1,763
+1,167
+196% +$88.4K ﹤0.01% 1272
2024
Q2 		$43.9K Buy
+596
New +$43.5K ﹤0.01% 1295

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies's FNY Position: Q1 2026 in Review

Jones Financial Companies increased its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 15% in Q1 2026, buying an estimated $288K and bringing the position to 23,264 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Jones Financial Companies first reported a position in FNY in Q2 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • Jones Financial Companies held 23,264 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $2.06M as of Q1 2026.
  • Jones Financial Companies bought 3,034 First Trust Mid Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $288K.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1421 holding.
  • Jones Financial Companies first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.