New Edge Advisors, LLC Donoghue Forlines Tactical Hig Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$23.11 - $24.62 $9.59 Million - $10.2 Million	-414,792 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$24.45 - $24.93 $10.1 Million - $10.3 Million	414,792 New	414,792 $10.2 Million

Others Institutions Holding DFHY

# of Institutions

20

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.02M
Shares

$21.7 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

330K
Shares

$7.01 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.78 Million
0.23% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

102K
Shares

$2.17 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

97.8K
Shares

$2.08 Million
0.02% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

Ticker DFHY
Sector ETFs
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