Jones Financial Companies
FXL icon

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
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

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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return