Jones Financial Companies’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Jones Financial Companies’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.04M	Buy	26,998 +2,727	+11%	+$482K	﹤0.01%	1189
2026 Q1	$3.66M	Buy	24,271 +2,150	+10%	+$347K	﹤0.01%	1198
2025 Q4	$3.54M	Buy	22,121 +2,063	+10%	+$330K	﹤0.01%	757
2025 Q3	$3.2M	Buy	20,058 +4,554	+29%	+$711K	﹤0.01%	709
2025 Q2	$2.31M	Buy	15,504 +9,380	+153%	+$1.29M	﹤0.01%	712
2025 Q1	$805K	Buy	6,124 +4,940	+417%	+$692K	﹤0.01%	946
2024 Q4	$164K	Sell	1,184 -136	-10%	-$19K	﹤0.01%	1439
2024 Q3	$173K	Buy	1,320 +935	+243%	+$116K	﹤0.01%	1181
2024 Q2	$47.2K	Buy	+385	New	+$46.3K	﹤0.01%	1274

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Jones Financial Companies increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 11% in Q2 2026, buying an estimated $482K and bringing the position to 26,998 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Jones Financial Companies first reported a position in FTC in Q2 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Jones Financial Companies held 26,998 shares of First Trust Large Cap Growth AlphaDEX Fund worth $5.04M as of Q2 2026.
Jones Financial Companies bought 2,727 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $482K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1189 holding.
Jones Financial Companies first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

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