MAP
Milestone Advisory Partners’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $882K | Hold |
5,526
| – | – | 0.73% | 28 |
|
2023
Q2 | $901K | Sell |
5,526
-580
| -9% | -$94.5K | 0.82% | 29 |
|
2023
Q1 | $903K | Hold |
6,106
| – | – | 0.83% | 27 |
|
2022
Q4 | $752K | Hold |
6,106
| – | – | 0.56% | 28 |
|
2022
Q3 | $771K | Hold |
6,106
| – | – | 0.58% | 31 |
|
2022
Q2 | $792K | Buy |
+6,106
| New | +$792K | 0.64% | 29 |
|
2022
Q1 | – | Sell |
-6,106
| Closed | -$1.38M | – | 88 |
|
2021
Q4 | $1.38M | Buy |
+6,106
| New | +$1.38M | 0.7% | 30 |
|
2021
Q3 | – | Sell |
-6,106
| Closed | -$1.5M | – | 85 |
|
2021
Q2 | $1.5M | Hold |
6,106
| – | – | 0.79% | 30 |
|
2021
Q1 | $1.33M | Sell |
6,106
-298
| -5% | -$65K | 0.71% | 28 |
|
2020
Q4 | $1.36M | Buy |
+6,404
| New | +$1.36M | 0.77% | 30 |
|
2020
Q2 | – | Sell |
-1,752,103
| Closed | -$29.4M | – | 58 |
|
2020
Q1 | $29.4M | Buy |
1,752,103
+1,745,467
| +26,303% | +$29.3M | 20.44% | 1 |
|
2019
Q4 | $923K | Hold |
6,636
| – | – | 0.48% | 28 |
|
2019
Q3 | $893K | Hold |
6,636
| – | – | 0.5% | 27 |
|
2019
Q2 | $954K | Hold |
6,636
| – | – | 0.58% | 25 |
|
2019
Q1 | $922K | Hold |
6,636
| – | – | 0.59% | 24 |
|
2018
Q4 | $768K | Hold |
6,636
| – | – | 0.66% | 22 |
|
2018
Q3 | $939K | Hold |
6,636
| – | – | 0.67% | 25 |
|
2018
Q2 | $913K | Hold |
6,636
| – | – | 0.68% | 25 |
|
2018
Q1 | $800K | Hold |
6,636
| – | – | 0.6% | 25 |
|
2017
Q4 | $729K | Buy |
+6,636
| New | +$729K | 0.55% | 27 |
|