Jones Financial Companies’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
9,986
+1,194
| +14% | +$186K | ﹤0.01% | 831 |
|
2025
Q1 | $1.17M | Buy |
8,792
+1,950
| +29% | +$260K | ﹤0.01% | 800 |
|
2024
Q4 | $1.02M | Buy |
6,842
+2,357
| +53% | +$350K | ﹤0.01% | 739 |
|
2024
Q3 | $621K | Buy |
4,485
+2,453
| +121% | +$339K | ﹤0.01% | 747 |
|
2024
Q2 | $277K | Buy |
2,032
+1,545
| +317% | +$211K | ﹤0.01% | 731 |
|
2024
Q1 | $65.7K | Buy |
487
+406
| +501% | +$54.8K | ﹤0.01% | 682 |
|
2023
Q4 | $10.3K | Buy |
+81
| New | +$10.3K | ﹤0.01% | 675 |
|
2021
Q2 | – | Sell |
-500
| Closed | -$57K | – | 697 |
|
2021
Q1 | $57K | Buy |
+500
| New | +$57K | ﹤0.01% | 337 |
|