Jones Financial Companies
FDD icon

Jones Financial Companies’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History

Jones Financial Companies’s Portfolio FDD Stock Details FDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.22M Buy
246,647
+68,433
+38% +$1.23M ﹤0.01% 1136
2025
Q4 		$3.12M Buy
178,214
+65,971
+59% +$1.09M ﹤0.01% 802
2025
Q3 		$1.81M Buy
112,243
+40,524
+57% +$646K ﹤0.01% 896
2025
Q2 		$1.11M Buy
71,719
+64,826
+940% +$945K ﹤0.01% 967
2025
Q1 		$94.2K Buy
6,893
+2,918
+73% +$36.6K ﹤0.01% 1799
2024
Q4 		$44.7K Buy
3,975
+3,283
+474% +$38.6K ﹤0.01% 1919
2024
Q3 		$8.68K Buy
+692
New +$8.43K ﹤0.01% 2260

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MF
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return