Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

FTXOFTXO
25 quarters

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

NewEdge Advisors, LLC holds 154,964 shares of FTXO (FIRST TR EXCHANGE TRADED FD), worth $6.4M as of 2026-Q2. The position was increased (+3.3% shares). FTXO represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$6.4M

Current Shares

154,964

Total Value Change

+$6.1M

Total Shares Change

+140,367

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
154,964
+3.3%
$6.4M0.0%$41.33
28
2026-Q1
Increased
150,000
+84.3%
$5.4M0.0%$37.33
42
2025-Q4
Increased
81,407
+220.1%
$3.1M0.0%$38.13
43
2025-Q3
Increased
25,436
+6.4%
$905,7180.0%$35.68
27
2025-Q2
Increased
23,915
+13.5%
$789,9140.0%$32.51
28
2025-Q1
Increased
21,074
+784.4%
$640,6430.0%$29.53
39
2024-Q4
Decreased
2,383
-87.9%
$75,8090.0%$31.14
0
2024-Q3
Decreased
19,670
-3.0%
$572,0130.0%$28.04
0
2024-Q2
Decreased
20,275
-1.6%
$538,0820.0%$25.68
0
2024-Q1
Increased
20,605
+44.8%
$559,2280.0%$26.04
33
2023-Q4
Increased
14,235
+198.1%
$359,5750.0%$24.13
38
2023-Q3
Increased
4,775
+2.5%
$98,6930.0%$19.57
22
2023-Q2
Decreased
4,657
-35.5%
$98,8420.0%$19.92
0
2023-Q1
Decreased
7,217
-85.6%
$153,4340.0%$19.52
0
2022-Q4
Increased
50,068
+204.7%
$15,3200.0%$24.12
29
2022-Q3
Decreased
16,434
-16.5%
$426,0000.0%$23.71
0
2022-Q2
New
19,691
-
$513,0000.0%$23.97
33
2022-Q1
Exited
0
-100.0%
$00.0%$29.30
0
2021-Q4
Decreased
10,074
-0.3%
$331,0000.0%$29.38
0
2021-Q3
Increased
10,104
+3.5%
$330,0000.0%$29.48
24
2021-Q2
Increased
9,767
+17.7%
$303,0000.0%$27.33
27
2021-Q1
Decreased
8,300
-3.7%
$259,0000.0%$27.66
0
2020-Q4
New
8,622
-
$205,0000.0%$20.79
32
2019-Q1
Exited
0
-100.0%
$00.0%$20.21
0
2018-Q4
New
14,597
-
$325,0000.0%$18.23
33

Other major holders of FTXO: LPL Financial LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY

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