New Edge Advisors, LLC Ft Tr ETF Viii Ft Cboe Vest Us Transaction History

New Edge Advisors, LLC

$13.5 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$37.32 - $39.11 $100,390 - $105,205	-2,690 Reduced 26.44%	7,484 $292,000
Q4 2023 Feb 13, 2024	SELL	$33.83 - $37.5 $2,740 - $3,037	-81 Reduced 0.79%	10,174 $381,000
Q2 2023 Aug 14, 2023	BUY	$33.47 - $35.37 $20,416 - $21,575	610 Added 6.32%	10,255 $362,000
Q1 2023 May 12, 2023	SELL	$32.49 - $34.07 $58,709 - $61,564	-1,807 Reduced 15.78%	9,645 $324,000
Q4 2022 Feb 14, 2023	BUY	$32.71 - $34.15 $59,106 - $61,709	1,807 Added 18.74%	11,452 $381,000
Q2 2022 Aug 09, 2022	BUY	$32.77 - $35.93 $316,066 - $346,544	9,645 New	9,645 $320,000
Q1 2022 May 13, 2022	SELL	$34.69 - $36.11 $424,258 - $441,625	-12,230 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$34.25 - $35.24 $418,877 - $430,985	12,230 New	12,230 $431,000

Others Institutions Holding DFEB

# of Institutions

98

Shares Held

4.79M

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

1.64M
Shares

$68.6 Million
2.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

378K
Shares

$15.8 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

192K
Shares

$8.02 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

191K
Shares

$8 Million
0.01% of portfolio
Envestnet Asset Management Inc

166K
Shares

$6.93 Million
0.0% of portfolio

About FT TR ETF VIII FT CBOE VEST US

Ticker DFEB
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