Jones Financial Companies
FTA icon

Jones Financial Companies’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Jones Financial Companies’s Portfolio FTA Stock Details FTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08M Buy
22,686
+3,469
+18% +$318K ﹤0.01% 1417
2025
Q4 		$1.66M Buy
19,217
+3,774
+24% +$318K ﹤0.01% 1036
2025
Q3 		$1.28M Buy
15,443
+6,729
+77% +$547K ﹤0.01% 1032
2025
Q2 		$683K Buy
8,714
+2,071
+31% +$155K ﹤0.01% 1162
2025
Q1 		$505K Buy
6,643
+1,930
+41% +$150K ﹤0.01% 1122
2024
Q4 		$360K Buy
4,713
+3,541
+302% +$282K ﹤0.01% 1124
2024
Q3 		$92.5K Buy
1,172
+175
+18% +$13.4K ﹤0.01% 1433
2024
Q2 		$73.4K Buy
+997
New +$74K ﹤0.01% 1137
2019
Q4 		– Sell
-6,964
Closed -$359K – 207
2019
Q3 		$359K Hold
6,964
– – ﹤0.01% 181
2019
Q2 		$363K Hold
6,964
– – ﹤0.01% 177
2019
Q1 		$359K Sell
6,964
-3,008
-30% -$152K ﹤0.01% 178
2018
Q4 		$461K Sell
9,972
-13,685
-58% -$694K ﹤0.01% 171
2018
Q3 		$1.28M Hold
23,657
– – ﹤0.01% 136
2018
Q2 		$1.24M Hold
23,657
– – ﹤0.01% 136
2018
Q1 		$1.25M Sell
23,657
-6,517
-22% -$356K ﹤0.01% 137
2017
Q4 		$1.65M Buy
+30,174
New +$1.59M ﹤0.01% 137

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