FDN — FIRST TR EXCHANGE-TRADED FD

Ownership history in Nilsine Partners, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Nilsine Partners, LLC reported a position in FIRST TR EXCHANGE-TRADED FD (FDN). 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.

Peak position
2.28% (2024 Q4)
Avg. % of fund
1.73%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,038 +2,979 +3.8% 1.91% $22.1M $269.18
2025 Q3 ADDED 79,059 +7,449 +10.4% 1.99% $22.1M $279.84
2025 Q2 REDUCED 71,610 -13,899 -16.3% 1.95% $19.3M $269.33
2025 Q1 REDUCED 85,509 -1,993 -2.3% 2.08% $19.0M $222.15
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDN price (monthly, adj. close)

Other funds also holding FDN

As of 2025 Q4 — sorted by position size

MeadowBrook Investment Advisors LLC 4.66% Aster Capital Management (DIFC) Ltd 3.77% SFI Advisors, LLC 3Y 3.76% PACIFIC SUN FINANCIAL CORP 3Y 7Y 3.72% Holistic Financial Partners 3Y 7Y 2.7% Wealth Management Partners, LLC 3Y 2.53% FSC Wealth Advisors, LLC 3Y 2.43% Somerset Group LLC 3Y 7Y 2.34% Plotkin Financial Advisors, LLC 2.11% Somerset Trust Co 3Y 7Y 1.91%
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