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Milestone Asset Management’s First Trust India Nifty 50 Equal Weight ETF NFTY Stock Holding History

Milestone Asset Management’s Portfolio NFTY Stock Details NFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,603
Closed -$426K – 239
2024
Q4 		$426K Buy
7,603
+136
+2% +$8.12K 0.09% 173
2024
Q3 		$484K Hold
7,467
– – 0.11% 137
2024
Q2 		$450K Buy
+7,467
New +$431K 0.11% 138

Other funds holding NFTY

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $367M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Milestone Asset Management's NFTY Position: Q1 2025 in Review

Milestone Asset Management sold out of First Trust India Nifty 50 Equal Weight ETF (NFTY) in Q1 2025, closing a stake of 7,603 shares — an estimated $426K sold.

Milestone Asset Management first reported a position in NFTY in Q2 2024 and held it in 3 quarters. The position peaked at $484K in Q3 2024. 69 funds tracked by Wall St. Rank hold NFTY as of Q1 2025.

  • Milestone Asset Management reported no remaining First Trust India Nifty 50 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 7,603 First Trust India Nifty 50 Equal Weight ETF shares in Q1 2025, an estimated $426K.
  • Milestone Asset Management first reported a position in First Trust India Nifty 50 Equal Weight ETF in Q2 2024 and held it in 3 quarters.
  • Milestone Asset Management's First Trust India Nifty 50 Equal Weight ETF position peaked at $484K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held First Trust India Nifty 50 Equal Weight ETF as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.