Milestone Asset Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Milestone Asset Management, LLC

  • $529 Billion
  • Q3 2025
Number of Shares
133,397
Previous 146,087 8.69%
Holding current value
$5.4 Billion
Previous $5.72 Billion 5.62%
% of portfolio
1.02%
Previous 1.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
N/A
-12,690 Reduced 8.69%
133,397 $5.4 Billion
Q2 2025

Aug 05, 2025
BUY
N/A
2,544 Added 1.77%
146,087 $5.72 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
3,223 Added 2.3%
143,543 $5.2 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-167,176 Reduced 54.37%
140,320 $5.18 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
23,947 Added 8.45%
307,496 $11.1 Billion
Q2 2024

Jul 19, 2024
BUY
N/A
181,259 Added 177.2%
283,549 $9.92 Billion
Q1 2024

Apr 23, 2024
BUY
N/A
102,290 New
102,290 $3.48 Billion
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