Jones Financial Companies’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.51M	Buy	152,694 +65,653	+75%	+$3.23M	0.01%	407
2025 Q1	$4.28M	Buy	87,041 +59,535	+216%	+$2.93M	﹤0.01%	462
2024 Q4	$1.34M	Buy	27,506 +24,466	+805%	+$1.19M	﹤0.01%	666
2024 Q3	$150K	Buy	3,040 +2,982	+5,141%	+$147K	﹤0.01%	1248
2024 Q2	$2.79K	Buy	+58	New	+$2.79K	﹤0.01%	2085