Ownership history in MILESTONE ASSET MANAGEMENT, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which MILESTONE ASSET MANAGEMENT, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (GFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MILESTONE ASSET MANAGEMENT, LLC underperformed the S&P 500 by β6.2% annually on this GFEB position. Timing score: 67% (4/6 decisions correct). Average cost basis: $37.43. Maximum drawdown during holding period: β1.6%.
β Significantly underperformed the S&P 500 by 6.2% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $35.43 (2024 Q2) Β· Worst: $41.53 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.