Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

HEGDHEGD
9 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in LISTED FDS TR

NewEdge Advisors, LLC holds 1.4M shares of HEGD (LISTED FDS TR), worth $37.3M as of 2026-Q2. The position was decreased (-0.7% shares). HEGD represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$37.3M

Current Shares

1.4M

Total Value Change

+$27.2M

Total Shares Change

+925,171

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-0.7%
$37.3M0.1%$26.66
0
2026-Q1
Decreased
1.4M
-10.8%
$34.8M0.1%$25.27
0
2025-Q4
Increased
1.6M
+17.7%
$39.8M0.1%$25.36
41
2025-Q3
Increased
1.3M
+14.3%
$33.4M0.2%$24.73
39
2025-Q2
Increased
1.2M
+117.8%
$27.6M0.1%$23.28
55
2025-Q1
Decreased
539,095
-2.2%
$11.8M0.1%$21.79
0
2024-Q4
Increased
551,135
+12.9%
$12.3M0.1%$22.45
31
2024-Q3
Increased
488,323
+3.3%
$10.9M0.1%$22.10
29
2024-Q2
New
472,825
-
$10.1M0.1%$21.11
38

Other major holders of HEGD: Beacon Pointe Advisors, LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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