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FDDFDD
8 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in FIRST TR EXCHANGE-TRADED FD

JONES FINANCIAL COMPANIES LLLP holds 274,367 shares of FDD (FIRST TR EXCHANGE-TRADED FD), worth $5.1M as of 2026-Q2. The position was increased (+11.2% shares). FDD represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$5.1M

Current Shares

274,367

Total Value Change

+$5.1M

Total Shares Change

+273,675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
274,367
+11.2%
$5.1M0.0%$18.55
30
2026-Q1
Increased
246,647
+38.4%
$4.2M0.0%$17.98
35
2025-Q4
Increased
178,214
+58.8%
$3.1M0.0%$17.56
38
2025-Q3
Increased
112,243
+56.5%
$1.8M0.0%$15.91
37
2025-Q2
Increased
71,719
+940.5%
$1.1M0.0%$15.14
41
2025-Q1
Increased
6,893
+73.4%
$94,1620.0%$13.13
32
2024-Q4
Increased
3,975
+474.4%
$44,7380.0%$10.75
22
2024-Q3
New
692
-
$8,6780.0%$11.71
26

Other major holders of FDD: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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