Jones Financial Companies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
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|
2025
Q1 | $505K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $92.5K | Buy |
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|
2024
Q2 | $73.4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $359K | Hold |
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|
2019
Q2 | $363K | Hold |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $1.28M | Hold |
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|
2018
Q2 | $1.24M | Hold |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.65M | Buy |
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