New Edge Advisors, LLC Reduced Holdings in Q1 2025

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
-535
- 4.98%
$104.89 - $113.56 $56.1K - $60.8K
10.2K $1.09M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
-1.19K
- 9.88%
$16.82 - $20.0 $20.1K - $23.9K
10.9K $186K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-1.3K
- 8.85%
$19.17 - $21.07 $24.9K - $27.4K
13.4K $258K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
-2K
- 4.29%
$15.12 - $16.04 $30.2K - $32.1K
44.7K $675K
VKQ
Invesco Municipal Trust

Financial Services
-3.85K
- 7.87%
$9.53 - $10.07 $36.7K - $38.8K
45.1K $434K
AER
Aer Cap Holdings N.V.

Industrials
-1.25K
- 9.7%
$94.11 - $105.78 $118K - $133K
11.7K $1.19M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-559
- 4.4%
$47.09 - $50.46 $26.3K - $28.2K
12.1K $578K
BIT
Black Rock Multi Sector Income Trust

Financial Services
-2.27K
- 2.67%
$14.43 - $14.85 $32.7K - $33.7K
82.8K $1.2M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-226
- 64.39%
$75.72 - $160.92 $17.1K - $36.4K
125 $9K
CTSH
Cognizant Technology Solutions Corp

Technology
-496
- 4.29%
$75.32 - $90.7 $37.4K - $45K
11.1K $846K
KIE
Spdr S&P Insurance ETF

ETFs
-1.1K
- 18.51%
$54.24 - $60.81 $59.8K - $67.1K
4.86K $293K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-232
- 2.57%
$77.0 - $93.47 $17.9K - $21.7K
8.8K $735K
VOX
Vanguard Communication Service

ETFs
-134
- 4.01%
$147.73 - $169.24 $19.8K - $22.7K
3.2K $475K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-200
- 0.6%
$13.21 - $14.63 $2.64K - $2.93K
33K $436K
AMCR
Amcor PLC

Consumer Cyclical
-5.07K
- 23.06%
$9.33 - $10.39 $47.3K - $52.7K
16.9K $164K
JHEM
John Hancock Exchange Traded

ETFs
-1.68K
- 52.5%
$25.12 - $27.4 $42.2K - $46K
1.52K $40K
ONB
Old National Bancorp

Financial Services
-1.4K
- 6.02%
$20.11 - $24.45 $28.2K - $34.2K
21.9K $463K
UL
Unilever PLC

Consumer Defensive
-3.34K
- 6.08%
$54.72 - $60.29 $183K - $201K
51.6K $3.07M
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-6.5K
- 7.78%
$7.58 - $7.94 $49.3K - $51.6K
77K $595K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-606
- 1.47%
$8.46 - $9.3 $5.13K - $5.64K
40.5K $342K
BIIB
Biogen Inc.

Healthcare
-22
- 0.92%
$133.43 - $153.27 $2.94K - $3.37K
2.36K $322K
HRB
H&R Block Inc

Consumer Cyclical
-2.12K
- 5.78%
$49.96 - $55.97 $106K - $118K
34.5K $1.89M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-448
- 5.8%
$58.79 - $65.0 $26.3K - $29.1K
7.27K $433K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
-1.32K
- 39.96%
$37.13 - $42.37 $48.8K - $55.7K
1.98K $81K
ERC
Allspring Multi Sector Income Fund

Financial Services
-4.5K
- 14.11%
$9.04 - $9.39 $40.7K - $42.3K
27.4K $252K
TEO
Telecom Argentina Sa

Communication Services
-187
- 1.16%
$10.19 - $14.18 $1.91K - $2.65K
15.9K $161K
FYC
First Trust Small Cap Growth A

ETFs
-30
- 0.68%
$68.13 - $80.57 $2.04K - $2.42K
4.39K $301K
AWI
Armstrong World Industries Inc

Industrials
-267
- 6.37%
$136.0 - $154.19 $36.3K - $41.2K
3.92K $552K
BME
Black Rock Health Sciences Trust

Financial Services
-1.31K
- 9.13%
$37.49 - $41.0 $49.3K - $53.9K
13.1K $505K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-521
- 6.9%
$54.79 - $60.63 $28.5K - $31.6K
7.03K $389K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-6.86K
- 8.67%
$29.06 - $32.62 $199K - $224K
72.3K $2.27M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-18
- 0.55%
$131.51 - $149.24 $2.37K - $2.69K
3.23K $429K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-3.42K
- 14.22%
$14.48 - $16.6 $49.5K - $56.7K
20.6K $307K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-198
- 2.23%
$72.31 - $80.69 $14.3K - $16K
8.67K $631K
GEL
Genesis Energy LP

Energy
-6K
- 59.25%
$10.31 - $16.03 $61.9K - $96.2K
4.13K $64K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2K
- 13.87%
N/A
12.4K $235K
ICF
Ishares Tr

ETFs
-961
- 5.54%
$57.98 - $63.8 $55.7K - $61.3K
16.4K $1.01M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-3
- 0.17%
$59.37 - $95.63 $178 - $287
1.76K $112K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-400
- 7.39%
$64.6 - $69.89 $25.8K - $28K
5.01K $328K
IIPR
Innovative Industrial Properties Inc

Real Estate
-421
- 38.17%
$54.09 - $74.56 $22.8K - $31.4K
682 $36K
AMAX
Starboard Invt Tr Rh Hedged Mu
-3.46K
- 12.66%
$7.38 - $7.99 $25.5K - $27.6K
23.9K $176K
RE
Everest Re Group LTD

Financial Services
-99
- 5.13%
N/A
1.83K $678K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-539
- 2.93%
$25.27 - $28.3 $13.6K - $15.3K
17.8K $463K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-7K
- 14.42%
$5.93 - $6.2 $41.5K - $43.4K
41.6K $250K
LEAD
Siren Divcon Leaders Dividend

ETFs
-530
- 79.7%
$63.83 - $69.34 $33.8K - $36.8K
135 $8K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-9.8K
- 13.1%
$3.92 - $4.13 $38.4K - $40.5K
65K $258K
KAI
Kadant Inc

Industrials
-60
- 3.33%
$335.28 - $398.39 $20.1K - $23.9K
1.74K $587K
STEW
Boulder Growth & Income Fund

Financial Services
-7.41K
- 9.84%
$15.76 - $17.3 $117K - $128K
67.9K $1.17M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-1.58K
- 1.9%
$9.49 - $9.97 $15K - $15.8K
81.5K $780K
Activity Summary
Buys All Purchases 1775 New Holdings 269 Increased Positions 1506 Sells All Sells 1307 Reductions 1307 Sold out 0 Options Calls 0 Puts 0
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