Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

FPXFPX
27 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

NewEdge Advisors, LLC holds 25,017 shares of FPX (FIRST TR EXCHANGE-TRADED FD), worth $5.2M as of 2026-Q2. The position was decreased (-7.3% shares). FPX represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$5.2M

Current Shares

25,017

Total Value Change

+$4.9M

Total Shares Change

+22,097

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
25,017
-7.3%
$5.2M0.0%$206.18
0
2026-Q1
Decreased
26,977
-18.3%
$4.3M0.0%$164.32
0
2025-Q4
Decreased
33,034
-21.1%
$5.4M0.0%$166.05
0
2025-Q3
Decreased
41,852
-1.9%
$7M0.0%$165.19
0
2025-Q2
Increased
42,669
+387.9%
$6.2M0.0%$141.81
44
2025-Q1
Increased
8,745
+1.3%
$977,1840.0%$111.56
25
2024-Q4
Decreased
8,635
-11.1%
$1M0.0%$120.03
0
2024-Q3
Decreased
9,710
-23.9%
$1.1M0.0%$109.13
0
2024-Q2
Decreased
12,768
-9.2%
$1.3M0.0%$98.72
0
2024-Q1
Decreased
14,068
-9.4%
$1.5M0.0%$105.15
0
2023-Q4
Decreased
15,533
-1.6%
$1.5M0.0%$95.29
0
2023-Q3
Decreased
15,790
-11.9%
$1.3M0.0%$83.44
0
2023-Q2
Increased
17,915
+114.3%
$1.6M0.0%$86.23
41
2023-Q1
Decreased
8,358
-51.8%
$663,0000.0%$81.70
0
2022-Q4
Increased
17,356
+4.4%
$1.4M0.0%$77.94
27
2022-Q3
Decreased
16,627
-1.5%
$1.3M0.0%$80.10
0
2022-Q2
Increased
16,881
+8.2%
$1.4M0.0%$81.94
28
2022-Q1
Increased
15,596
+0.4%
$1.7M0.0%$108.22
26
2021-Q4
New
15,527
-
$1.9M0.0%$120.50
36
2021-Q2
Exited
0
-100.0%
$00.0%$125.79
0
2021-Q1
New
1,956
-
$233,0000.0%$114.35
32
2020-Q2
Exited
0
-100.0%
$00.0%$80.55
0
2020-Q1
Decreased
3,425
-43.4%
$216,0000.0%$62.34
0
2019-Q4
Decreased
6,046
-7.6%
$485,0000.0%$78.12
0
2019-Q3
Increased
6,543
+16.7%
$496,0000.0%$73.20
28
2019-Q2
Increased
5,605
+92.0%
$437,0000.0%$75.60
38
2019-Q1
New
2,920
-
$219,0000.0%$72.55
32

Other major holders of FPX: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used