Jones Financial Companies’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.79M	Buy	18,284 +2,334	+15%	+$455K	﹤0.01%	1312
2026 Q1	$2.49M	Buy	15,950 +957	+6%	+$160K	﹤0.01%	1340
2025 Q4	$2.52M	Buy	14,993 +2,818	+23%	+$477K	﹤0.01%	862
2025 Q3	$2.04M	Buy	12,175 +2,189	+22%	+$353K	﹤0.01%	842
2025 Q2	$1.55M	Buy	9,986 +1,194	+14%	+$169K	﹤0.01%	831
2025 Q1	$1.17M	Buy	8,792 +1,950	+29%	+$289K	﹤0.01%	800
2024 Q4	$1.02M	Buy	6,842 +2,357	+53%	+$348K	﹤0.01%	739
2024 Q3	$621K	Buy	4,485 +2,453	+121%	+$329K	﹤0.01%	747
2024 Q2	$277K	Buy	2,032 +1,545	+317%	+$204K	﹤0.01%	731
2024 Q1	$65.7K	Buy	487 +406	+501%	+$53.9K	﹤0.01%	682
2023 Q4	$10.3K	Buy	+81	New	+$9.43K	﹤0.01%	675
2021 Q2	–	Sell	-500	Closed	-$57K	–	697
2021 Q1	$57K	Buy	+500	New	+$57.6K	﹤0.01%	337

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Jones Financial Companies increased its First Trust Technology AlphaDEX Fund (FXL) stake by 15% in Q2 2026, buying an estimated $455K and bringing the position to 18,284 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Jones Financial Companies first reported a position in FXL in Q1 2021 and has held it in 12 quarters since. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Jones Financial Companies held 18,284 shares of First Trust Technology AlphaDEX Fund worth $3.79M as of Q2 2026.
Jones Financial Companies bought 2,334 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $455K.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1312 holding.
Jones Financial Companies first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and has held it in 12 quarters since.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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