New Edge Advisors, LLC First Trust Dow Jones Select M Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

A detailed history of New Edge Advisors, LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, New Edge Advisors, LLC holds 224 shares of FDM stock, worth $15,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares

224

Previous 189 18.52%

Holding current value

$15,189

Previous $11,000 27.27%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$58.44 - $67.29 $2,045 - $2,355	35 Added 18.52%	224 $14,000
Q1 2024 May 14, 2024	SELL	$57.51 - $62.77 $172 - $188	-3 Reduced 1.56%	189 $11,000
Q4 2023 Feb 13, 2024	SELL	$51.55 - $62.77 $14,434 - $17,575	-280 Reduced 59.32%	192 $11,000
Q3 2023 Nov 14, 2023	SELL	$54.06 - $60.45 $31,895 - $35,665	-590 Reduced 55.56%	472 $25,000
Q2 2023 Aug 14, 2023	BUY	$49.4 - $57.45 $23,860 - $27,748	483 Added 83.42%	1,062 $59,000
Q1 2023 May 12, 2023	SELL	$51.9 - $61.13 $16,244 - $19,133	-313 Reduced 35.09%	579 $31,000
Q4 2022 Feb 14, 2023	BUY	$51.11 - $59.4 $45,590 - $52,984	892 New	892 $49,000

Others Institutions Holding FDM

# of Institutions

Shares Held

1.86M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

More about FDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC First Trust Dow Jones Select M Transaction History