A detailed history of Milestone Advisory Partners transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Milestone Advisory Partners holds 5,526 shares of FDN stock, worth $1.38 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
5,526
Previous 5,526 -0.0%
Holding current value
$1.38 Million
Previous $900,000 2.0%
% of portfolio
0.74%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023

SELL
$137.79 - $164.55 $79,918 - $95,439
-580 Reduced 9.5%
5,526 $900,000
Q2 2022

Jul 18, 2022

BUY
$122.23 - $195.51 $746,336 - $1.19 Million
6,106 New
6,106 $792,000
Q1 2022

May 10, 2022

SELL
$162.73 - $226.47 $993,629 - $1.38 Million
-6,106 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$219.19 - $250.48 $1.34 Million - $1.53 Million
6,106 New
6,106 $1.38 Million
Q3 2021

Nov 09, 2021

SELL
$235.18 - $252.25 $1.44 Million - $1.54 Million
-6,106 Closed
0 $0
Q1 2021

Apr 28, 2021

SELL
$206.49 - $243.18 $61,534 - $72,467
-298 Reduced 4.65%
6,106 $1.33 Million
Q4 2020

Jan 25, 2021

BUY
$186.35 - $219.82 $1.19 Million - $1.41 Million
6,404 New
6,404 $1.36 Million
Q2 2020

Jul 31, 2020

SELL
$117.99 - $172.68 $207 Million - $303 Million
-1,752,103 Closed
0 $0
Q1 2020

Jul 31, 2020

BUY
$107.38 - $154.58 $187 Million - $270 Million
1,745,467 Added 26303.0%
1,752,103 $29.4 Million
Q4 2017

Aug 04, 2020

BUY
$102.74 - $112.17 $681,782 - $744,360
6,636
6,636 $729,000

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Milestone Advisory Partners Portfolio

Follow Milestone Advisory Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.