Jones Financial Companies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Jones Financial Companies's LMBS Position: Q2 2026 in Review
Jones Financial Companies increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 24% in Q2 2026, buying an estimated $7.79M and bringing the position to 799,678 shares worth $39.8M. The position accounts for 0.02% of the portfolio, ranked #468.
Jones Financial Companies first reported a position in LMBS in Q2 2024 and has held it in 9 quarters since. 457 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Jones Financial Companies held 799,678 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $39.8M as of Q2 2026.
- Jones Financial Companies bought 156,214 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $7.79M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #468 holding.
- Jones Financial Companies first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 9 quarters since.
- 457 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.