Jones Financial Companies
FSGS

Jones Financial Companies’s First Trust SMID Growth Strength ETF FSGS Stock Holding History

Jones Financial Companies’s Portfolio FSGS Stock Details FSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-350
Closed -$9.58K – 4188
2025
Q1 		$9.58K Buy
+350
New +$10.2K ﹤0.01% 2725

Other funds holding FSGS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's FSGS Position: Q2 2025 in Review

Jones Financial Companies sold out of First Trust SMID Growth Strength ETF (FSGS) in Q2 2025, closing a stake of 350 shares — an estimated $9.58K sold.

Jones Financial Companies first reported a position in FSGS in Q1 2025 and held it in 1 quarter. The position peaked at $9.58K in Q1 2025. 16 funds tracked by Wall St. Rank hold FSGS as of Q2 2025.

  • Jones Financial Companies reported no remaining First Trust SMID Growth Strength ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 350 First Trust SMID Growth Strength ETF shares in Q2 2025, an estimated $9.58K.
  • Jones Financial Companies first reported a position in First Trust SMID Growth Strength ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's First Trust SMID Growth Strength ETF position peaked at $9.58K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held First Trust SMID Growth Strength ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.