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

Yes. Jones Financial Companies holds 36,340 shares of FYX (First Trust Exchange-Traded Alp), worth $5.2M, as of its Q2 2026 13F filing. It increased the position by 11,030 shares (+43.6%) from Q1 2026. Jones Financial Companies has held FYX since Q2 2024, across 9 quarterly 13F filings.

Current Value

$5.2M

Current Shares

36,340

Total Value Change

+$4.4M

Total Shares Change

+28,139

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,340
+43.6%
$5.2M0.0%$143.76
36
2026-Q1
Increased
25,310
+35.5%
$3M0.0%$118.53
34
2025-Q4
Increased
18,683
+7.5%
$2.1M0.0%$112.18
28
2025-Q3
Increased
17,385
+12.7%
$1.9M0.0%$107.71
29
2025-Q2
Increased
15,423
+6.8%
$1.5M0.0%$95.91
27
2025-Q1
Increased
14,439
+0.8%
$1.3M0.0%$88.75
26
2024-Q4
Increased
14,321
+74.6%
$1.4M0.0%$99.55
38
2024-Q3
Increased
8,201
+246.8%
$812,5190.0%$97.48
40

Other major holders of FYX: WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, LPL Financial LLC, MORGAN STANLEY

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