New Edge Advisors, LLC First Trust Dorsey Wright Focu Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, New Edge Advisors, LLC holds 988,944 shares of FV stock, worth $54.9 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
988,944
Previous 949,474
4.16%
Holding current value
$54.9 Million
Previous $48.9 Million
15.63%
% of portfolio
0.51%
Previous 0.47%
Shares
24 transactions
Others Institutions Holding FV
# of Institutions
296Shares Held
41.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$373 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$232 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$231 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$160 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL1.7MShares$94.2 Million0.07% of portfolio