Jones Financial Companies’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8K	Buy	264 +215	+439%	+$12.9K	﹤0.01%	3605
2026 Q1	$2.94K	Buy	+49	New	+$2.94K	﹤0.01%	4038
2025 Q2	–	Sell	-500	Closed	-$30K	–	4076
2025 Q1	$30K	Buy	500 +492	+6,150%	+$29.5K	﹤0.01%	2271
2024 Q4	$478	Sell	8 -130	-94%	-$7.79K	﹤0.01%	3234
2024 Q3	$8.3K	Buy	138 +21	+18%	+$1.26K	﹤0.01%	2284
2024 Q2	$6.97K	Buy	+117	New	+$6.99K	﹤0.01%	1867

Other funds holding FTSM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jones Financial Companies increased its First Trust Enhanced Short Maturity ETF (FTSM) stake by 439% in Q2 2026, buying an estimated $12.9K and bringing the position to 264 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Jones Financial Companies first reported a position in FTSM in Q2 2024 and has held it in 6 quarters since. The position peaked at $30K in Q1 2025. 421 funds tracked by Wall St. Rank hold FTSM as of Q2 2026.

Jones Financial Companies held 264 shares of First Trust Enhanced Short Maturity ETF worth $15.8K as of Q2 2026.
Jones Financial Companies bought 215 First Trust Enhanced Short Maturity ETF shares in Q2 2026, an estimated $12.9K.
First Trust Enhanced Short Maturity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3605 holding.
Jones Financial Companies first reported a position in First Trust Enhanced Short Maturity ETF in Q2 2024 and has held it in 6 quarters since.
Jones Financial Companies's First Trust Enhanced Short Maturity ETF position peaked at $30K in Q1 2025.
421 funds tracked by Wall St. Rank held First Trust Enhanced Short Maturity ETF as of Q2 2026.

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