New Edge Advisors, LLC Reduced Holdings in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-2.01K
- 31.45%
$17.27 - $19.44 $34.7K - $39.1K
4.38K $85K
WTRG
Essential Utilities, Inc.

Utilities
-1K
- 27.57%
$36.74 - $41.49 $36.7K - $41.5K
2.63K $101K
JETS
ETF Ser Solutions U S Global J

ETFs
-1.89K
- 38.9%
$16.76 - $20.84 $31.6K - $39.3K
2.96K $61K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-3.55K
- 18.72%
$32.72 - $38.48 $116K - $136K
15.4K $592K
FIVE
Five Below, Inc

Consumer Cyclical
-220
- 31.65%
$64.97 - $108.47 $14.3K - $23.9K
475 $41K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.31K
- 24.96%
$21.72 - $25.05 $50.2K - $57.9K
6.95K $170K
HQL
Tekla Life Sciences Investors

Financial Services
-3.83K
- 13.79%
$14.26 - $15.78 $54.6K - $60.4K
23.9K $360K
SUPV
Grupo Supervielle S.A.

Financial Services
-5.83K
- 24.72%
$5.57 - $8.38 $32.5K - $48.8K
17.8K $126K
PODD
Insulet Corp

Healthcare
-185
- 56.4%
$180.69 - $239.01 $33.4K - $44.2K
143 $33K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-1K
- 87.95%
$33.88 - $42.53 $33.9K - $42.5K
137 $5K
MOS
Mosaic CO

Basic Materials
-997
- 42.19%
$24.54 - $30.61 $24.5K - $30.5K
1.37K $36K
LEAD
Siren Divcon Leaders Dividend

ETFs
-587
- 35.58%
$62.93 - $69.43 $36.9K - $40.8K
1.06K $73K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
-10.3K
- 10.52%
$7.55 - $8.12 $77.8K - $83.6K
87.6K $709K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-5.43K
- 11.36%
$8.4 - $9.19 $45.6K - $49.9K
42.3K $388K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.99K
- 15.55%
$28.08 - $32.61 $55.8K - $64.8K
10.8K $341K
STWD
Starwood Property Trust, Inc.

Real Estate
-2.61K
- 17.16%
$18.75 - $21.11 $48.9K - $55K
12.6K $256K
BOTZ
Global X Fds

ETFs
-1.66K
- 9.1%
$27.68 - $32.27 $46.1K - $53.7K
16.6K $534K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-330
- 15.35%
$40.06 - $51.86 $13.2K - $17.1K
1.82K $72K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-5.4K
- 12.64%
$12.94 - $14.0 $69.9K - $75.6K
37.3K $520K
ALB
Albemarle Corp

Basic Materials
-258
- 5.56%
$72.85 - $100.09 $18.8K - $25.8K
4.38K $414K
AI
C3.Ai, Inc.

Technology
-700
- 27.76%
$21.12 - $30.58 $14.8K - $21.4K
1.82K $44K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-649
- 2.7%
$114.52 - $127.8 $74.3K - $82.9K
23.3K $2.93M
DLB
Dolby Laboratories, Inc.

Industrials
-313
- 20.77%
$66.75 - $81.27 $20.9K - $25.4K
1.19K $91K
PDT
John Hancock Premium Dividend Fund

Financial Services
-3.8K
- 25.16%
$11.65 - $13.47 $44.3K - $51.2K
11.3K $149K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.13K
- 5.31%
$12.67 - $14.36 $14.3K - $16.2K
20.2K $271K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
-18.5K
- 11.87%
$2.83 - $3.11 $52.3K - $57.5K
137K $426K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-239
- 8.05%
$104.47 - $116.17 $25K - $27.8K
2.73K $294K
AVK
Advent Convertible & Income Fund

Financial Services
-1.38K
- 2.23%
$11.44 - $12.85 $15.7K - $17.7K
60.3K $707K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-3.7K
- 7.37%
$13.87 - $14.61 $51.3K - $54.1K
46.5K $673K
CRUS
Cirrus Logic, Inc.

Technology
-165
- 8.95%
$112.86 - $145.69 $18.6K - $24K
1.68K $208K
FRI
First Tr S&P Reit Index Fd

ETFs
-1.6K
- 30.89%
$25.47 - $29.98 $40.7K - $47.8K
3.57K $105K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.13K
- 8.12%
$44.46 - $48.11 $50.3K - $54.4K
12.8K $615K
FDL
First Tr Morningstar Dividend

ETFs
-12.5K
- 10.08%
$37.66 - $42.06 $472K - $527K
112K $4.69M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-2.76K
- 17.46%
$33.15 - $38.37 $91.3K - $106K
13K $489K
MGM
Mgm Resorts International

Consumer Cyclical
-47
- 1.02%
$34.07 - $46.78 $1.6K - $2.2K
4.54K $177K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-1.88K
- 7.73%
$11.25 - $13.4 $21.1K - $25.2K
22.4K $287K
PII
Polaris Inc.

Consumer Cyclical
-458
- 19.83%
$72.9 - $86.86 $33.4K - $39.8K
1.85K $154K
POOL
Pool Corp

Industrials
-128
- 40.38%
$296.17 - $376.8 $37.9K - $48.2K
189 $71K
SLG
Sl Green Realty Corp

Real Estate
-568
- 53.13%
$54.99 - $72.21 $31.2K - $41K
501 $34K
WING
Wingstop Inc.

Consumer Cyclical
-38
- 2.26%
$352.46 - $427.92 $13.4K - $16.3K
1.64K $684K
IFF
International Flavors & Fragrances Inc

Basic Materials
-388
- 23.83%
$93.14 - $105.12 $36.1K - $40.8K
1.24K $130K
IVT
Inven Trust Properties Corp.

Real Estate
-1.22K
- 43.54%
$24.41 - $29.87 $29.8K - $36.4K
1.58K $44K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-5.56K
- 24.37%
$5.03 - $5.67 $27.9K - $31.5K
17.2K $96K
LECO
Lincoln Electric Holdings Inc

Industrials
-175
- 7.23%
$173.3 - $211.48 $30.3K - $37K
2.25K $431K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
-10.7K
- 17.64%
$4.59 - $5.19 $49.1K - $55.5K
50K $251K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-3.2K
- 12.92%
$12.16 - $13.0 $38.9K - $41.6K
21.6K $277K
SPC
Trust For Professional Mgr Cro

ETFs
-984
- 3.88%
$21.49 - $21.87 $21.1K - $21.5K
24.4K $525K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-457
- 10.01%
$81.1 - $89.18 $37.1K - $40.8K
4.11K $360K
MNTX
Manitex International, Inc.

Industrials
-9.04K
- 40.1%
$3.21 - $5.65 $29K - $51.1K
13.5K $76K
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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