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

New Edge Advisors, LLC

$16.2 Billion
Q1 2025

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 1,223 shares of FDM stock, worth $82,943. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,223

Previous 928 31.79%

Holding current value

$82,943

Previous $63,000 20.63%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$61.73 - $71.81 $18,210 - $21,183	295 Added 31.79%	1,223 $76,000
Q4 2024 Feb 13, 2025	BUY	$62.59 - $73.1 $44,063 - $51,462	704 Added 314.29%	928 $63,000
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

1.43M

Call Options Held

Put Options Held

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About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

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