Ownership history in APPLETON PARTNERS INC/MA · 25 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in FIRST TR EXCHANGE TRADED FD NA (QCLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,365 | — | 0% | 0.02% | $351K | $41.92 |
| 2025 Q2 | REDUCED | 8,365 | -100 | -1.2% | 0.02% | $273K | $32.63 |
| 2025 Q1 | REDUCED | 8,465 | -235 | -2.7% | 0.02% | $242K | $28.56 |
| 2024 Q4 | REDUCED | 8,700 | -63 | -0.7% | 0.02% | $295K | $33.83 |
| 2024 Q3 | UNCHANGED | 8,763 | — | 0% | 0.02% | $315K | $35.77 |
| 2024 Q2 | REDUCED | 8,763 | -40 | -0.5% | 0.02% | $298K | $33.80 |
| 2024 Q1 | UNCHANGED | 8,803 | — | 0% | 0.02% | $305K | $34.29 |
| 2023 Q4 | UNCHANGED | 8,803 | — | 0% | 0.03% | $371K | $41.69 |
| 2023 Q3 | ADDED | 8,803 | +26 | +0.3% | 0.03% | $375K | $42.07 |
| 2023 Q2 | UNCHANGED | 8,777 | — | 0% | 0.04% | $449K | $50.46 |
As of 2025 Q4 — sorted by position size