Jones Financial Companies’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History

Jones Financial Companies’s Portfolio FSIG Stock Details FSIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.29M	Buy	491,286 +51,163	+12%	+$969K	﹤0.01%	951
2026 Q1	$8.28M	Buy	440,123 +52,969	+14%	+$1.01M	﹤0.01%	887
2025 Q4	$7.43M	Buy	387,154 +60,888	+19%	+$1.17M	﹤0.01%	525
2025 Q3	$6.26M	Buy	326,266 +54,357	+20%	+$1.04M	﹤0.01%	508
2025 Q2	$5.19M	Buy	271,909 +103,554	+62%	+$1.97M	﹤0.01%	486
2025 Q1	$3.19M	Buy	168,355 +75,859	+82%	+$1.44M	﹤0.01%	529
2024 Q4	$1.75M	Buy	92,496 +78,584	+565%	+$1.49M	﹤0.01%	594
2024 Q3	$268K	Buy	13,912 +13,756	+8,818%	+$262K	﹤0.01%	1043
2024 Q2	$2.92K	Buy	+156	New	+$2.92K	﹤0.01%	2071

Other funds holding FSIG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jones Financial Companies's FSIG Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Limited Duration Investment Grade Corporate ETF (FSIG) stake by 12% in Q2 2026, buying an estimated $969K and bringing the position to 491,286 shares worth $9.29M. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Jones Financial Companies first reported a position in FSIG in Q2 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold FSIG as of Q2 2026.

Jones Financial Companies held 491,286 shares of First Trust Limited Duration Investment Grade Corporate ETF worth $9.29M as of Q2 2026.
Jones Financial Companies bought 51,163 First Trust Limited Duration Investment Grade Corporate ETF shares in Q2 2026, an estimated $969K.
First Trust Limited Duration Investment Grade Corporate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #951 holding.
Jones Financial Companies first reported a position in First Trust Limited Duration Investment Grade Corporate ETF in Q2 2024 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held First Trust Limited Duration Investment Grade Corporate ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.