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

NewEdge Advisors, LLC holds 355,145 shares of FTSM (FIRST TR EXCHANGE-TRADED FD), worth $21.2M as of 2026-Q2. The position was increased (+6.7% shares). FTSM represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$21.2M

Current Shares

355,145

Total Value Change

+$953,707

Total Shares Change

+16,760

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
355,145
+6.7%
$21.2M0.1%$59.52
30
2026-Q1
Decreased
332,805
-4.1%
$19.9M0.1%$58.97
0
2025-Q4
Increased
346,908
+31.5%
$20.8M0.1%$58.53
36
2025-Q3
Decreased
263,818
-19.4%
$15.8M0.1%$57.92
0
2025-Q2
Increased
327,247
+11.3%
$19.6M0.1%$57.25
38
2025-Q1
Decreased
293,995
-14.1%
$17.6M0.1%$56.60
0
2024-Q4
Increased
342,257
+1.1%
$20.5M0.1%$55.92
34
2024-Q3
Increased
338,385
+8.8%
$20.3M0.1%$55.36
37

Other major holders of FTSM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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