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First Tr Exchange-traded shares owned by Milestone Asset Management

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 50k 24.24
2024-09-30 $2.6M 107k 24.64
2024-06-30 $2.8M 122k 23.38
2024-03-31 $2.3M 95k 24.48

More positions owned by Milestone Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
RBB Us Trsry 6 Mnth (XBIL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Walt Disney Company (DIS)
NVIDIA Corporation (NVDA)
Nike CL B (NKE)
American Express Company (AXP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Milestone Asset Management

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Commonwealth Equity Services
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Branch Banking & Trust Company
Royal Bank of Canada
Cetera Investment Advisers
Spectrum Wealth Counsel
SRS Capital Advisors
Advisor Group Holdings
Baird Financial
Park National Corp
Raymond James Financial Services Advisors

View all funds holding First Tr Exchange-traded