Jones Financial Companies’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
28,745
+2,844
| +11% | +$158K | ﹤0.01% | 826 |
|
|
2025
Q1 | $1.36M | Buy |
25,901
+11,045
| +74% | +$581K | ﹤0.01% | 757 |
|
|
2024
Q4 | $804K | Buy |
14,856
+5,722
| +63% | +$310K | ﹤0.01% | 815 |
|
|
2024
Q3 | $465K | Buy |
9,134
+5,119
| +127% | +$261K | ﹤0.01% | 847 |
|
|
2024
Q2 | $186K | Buy |
4,015
+4,004
| +36,400% | +$185K | ﹤0.01% | 857 |
|
|
2024
Q1 | $522 | Hold |
11
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q4 | $474 | Buy |
+11
| New | +$474 | ﹤0.01% | 993 |
|