Jones Financial Companies’s First Trust Mortgage Income Fund FMY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$171K	Hold	14,113	–	–	﹤0.01%	1723
2025 Q1	$171K	Buy	14,113 +6,468	+85%	+$78.5K	﹤0.01%	1552
2024 Q4	$91.6K	Buy	7,645 +2,375	+45%	+$28.5K	﹤0.01%	1652
2024 Q3	$66.2K	Buy	5,270 +4,628	+721%	+$58.2K	﹤0.01%	1537
2024 Q2	$7.66K	Buy	+642	New	+$7.66K	﹤0.01%	1839