Jones Financial Companies
FPE icon

Jones Financial Companies’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Jones Financial Companies’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.4M Buy
650,615
+108,670
+20% +$1.98M 0.01% 776
2025
Q4 		$9.87M Buy
541,945
+105,089
+24% +$1.92M 0.01% 461
2025
Q3 		$7.98M Buy
436,856
+118,899
+37% +$2.15M 0.01% 456
2025
Q2 		$5.64M Buy
317,957
+64,035
+25% +$1.12M ﹤0.01% 467
2025
Q1 		$4.47M Buy
253,922
+59,501
+31% +$1.06M ﹤0.01% 448
2024
Q4 		$3.44M Buy
194,421
+78,035
+67% +$1.4M ﹤0.01% 435
2024
Q3 		$2.11M Buy
116,386
+48,729
+72% +$864K ﹤0.01% 447
2024
Q2 		$1.17M Buy
67,657
+39,818
+143% +$687K ﹤0.01% 404
2024
Q1 		$482K Buy
+27,839
New +$476K ﹤0.01% 331
2021
Q2 		– Sell
-1,360
Closed -$27K – 695
2021
Q1 		$27K Buy
+1,360
New +$27.5K ﹤0.01% 424

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