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

JONES FINANCIAL COMPANIES LLLP holds 273,980 shares of FMB (FIRST TR EXCH TRADED FD III), worth $14.1M as of 2026-Q2. The position was increased (+22.4% shares). FMB represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$14.1M

Current Shares

273,980

Total Value Change

+$13.1M

Total Shares Change

+254,482

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
273,980
+22.4%
$14.1M0.0%$51.21
34
2026-Q1
Increased
223,781
+25.1%
$11.3M0.0%$50.04
34
2025-Q4
Increased
178,958
+38.2%
$9.2M0.0%$50.06
36
2025-Q3
Increased
129,466
+19.6%
$6.6M0.0%$49.21
32
2025-Q2
Increased
108,209
+15.7%
$5.4M0.0%$47.93
31
2025-Q1
Increased
93,490
+39.4%
$4.7M0.0%$48.10
36
2024-Q4
Increased
67,085
+244.1%
$3.4M0.0%$48.26
43
2024-Q3
Increased
19,498
+220.7%
$1M0.0%$48.76
40

Other major holders of FMB: MORGAN STANLEY

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