Jones Financial Companies’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
4,849
+1,030
+27% +$58.7K ﹤0.01% 1524
2025
Q1
$211K Buy
3,819
+752
+25% +$41.6K ﹤0.01% 1476
2024
Q4
$174K Buy
3,067
+500
+19% +$28.4K ﹤0.01% 1415
2024
Q3
$173K Buy
2,567
+1,666
+185% +$112K ﹤0.01% 1180
2024
Q2
$58.4K Buy
+901
New +$58.4K ﹤0.01% 1196